Based in Columbus, Ohio, our team serves individuals, families, and business owners nationwide. We have merged with Sequoia Financial Group. For more information please visit https://www.sequoia-financial.com/wealthstone
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WEALTHSTONE ADVISORS Questions
The WEALTHSTONE ADVISORS annual revenue was $92.8 million in 2026.
John Scott is the Managing Director of Insurance of WEALTHSTONE ADVISORS.
8 people are employed at WEALTHSTONE ADVISORS.
WEALTHSTONE ADVISORS is based in Columbus, Ohio.
The NAICS codes for WEALTHSTONE ADVISORS are [523, 52393, 5239, 52].
The SIC codes for WEALTHSTONE ADVISORS are [62, 628].
Top WEALTHSTONE ADVISORS Employees
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2
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Peter Klingelhofer
Chief Investment Officer at WEALTHSTONE ADVISORS
Columbus, OH, US11 -
Michael Cobetto
Tax Director at WEALTHSTONE ADVISORS
Columbus, OH, US12 -
Colton Curry
Tax Advisor at WEALTHSTONE ADVISORS
Plain City, OH, US1 -
Denise Stella
Receptionist at WEALTHSTONE ADVISORS
Columbus, OH, US12 -
Paul Faim
Business Dev Manager at WEALTHSTONE ADVISORS
Brisbane City, QLD, AU
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