Waystone Advisors Llc
- Regulatory AUM
- $179M
- Discretionary
- $179M
- Clients
- 306
- Avg AUM / client
- $586K
- Accounts
- 663
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 258 | $55.7M | 31.1% |
| High net worth individuals | 45 | $123M | 68.7% |
| Charitable organizations | 3 | $397K | 0.22% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Austin Douglas Dean | Managing Member / Ceo | CFP Chartered Financial Consultant | Oct 2023 (3y) | 75% or more |
| Hebert Roscoe, Stephanie, Ann | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Daniel Alan De Whitt | Registered representative | Mar 2024 (2y) | ||
| Nathan Andrew Ossino Williamson | Registered representative | Jun 2025 (1y) | ||
| Christopher D Kenney | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Brokerage, Llc $173M (96% of AUM) Feb 2026
- Equity Trust Company $35.6M (20% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗