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Whitestone Wealth Advisors, LLC CRD 299381
$18.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4702 Rowlett Rd. Ste 102, Rowlett, TX 75088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gmac Family Financial | Rowlett | TX | 11/2025 | Present |
| Globe Life, Inc | Mckinney | TX | 07/2014 | 10/2025 |
| Whitestone Wealth Advisors, Llc | Rowlett | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
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