Artstone Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,124,669
Clients
6
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$687,445
About
Artstone Private Wealth is a fee‑only registered investment adviser that primarily serves individual and high‑net‑worth clients, offering investment management and financial planning across ongoing and project‑based engagements and group educational seminars. The firm provides continuous portfolio supervision and advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, with clients able to grant discretionary trading authority.
The firm’s investment process combines modern portfolio theory and fundamental analysis, using a blend of passive and active strategies and client‑specific asset allocation targets tied to goals, risk tolerance and tax considerations. Artstone may subscribe client accounts to model portfolios through Altruist’s Model Marketplace and, when appropriate, engage third‑party Outside Managers while conducting periodic reviews and an annual full plan review.
Compared with many solo independent advisers, the brochure emphasizes recently added project‑based consulting, a formal ongoing service calendar that includes recurring equity‑compensation reviews, and business‑planning and employee‑benefit optimization—services that align with needs of corporate, pension, municipal, charitable and other institutional clients. The firm also discloses an outside business activity involving publication on equity compensation and offers public and organizational educational seminars, features that are less common among peers of its size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Business ownership considerations
Cash flow / budgeting
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
Project-Based Consulting charged a flat fee between $1,200 and $2,500, negotiable; one-time comprehensive financial plan fee of $300.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001+: 0.70% annually
Project-Based Financial Planning charged at $200 per hour, negotiable.
Ongoing Financial Planning charged at $3,000 annually ($250 per month), negotiable.
Minimum fee: Ongoing Financial Planning fee includes a minimum asset threshold: For individuals and couples with managed assets below $300,000, investment management services are included in the ongoing financial planning fee; above $300,000, fees are based on AUM. Fee-only: Financial planning and consulting services are fee-only, including one-time comprehensive financial plan fee and ongoing financial planning fees.
Main office location
Artstone Private Wealth
Lehi UT, United States
Number of offices
1
Most active in
Artstone Private Wealth has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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