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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WAYSTONE ADVISORS LLC

CRD 328565

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f62857d-97c8-9cf1-b2a7-d6475950f542

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Nov 15, 2023 to Aug 7, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $179MItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $179M
Private client RAUM: $179MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $44.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 663
Individual clients: 258
High net worth clients: 45
Custody, client assets: $0
SEC number: 801-129211
CRD: 328565
Filings on the tape: 18
First filed: Nov 15, 2023
Latest filed: Aug 7, 2026
Organised: Limited Liability Company, WA
Website: waystoneadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AUSTIN DOUGLAS DEAN	Certified Financial Planner\|Chartered Financial Consultant	REDMOND, WA	2	14	3	no
Daniel Alan DeWhitt	n/a	REDMOND, WA \| Monroe, WA	2	12	n/a	no
Nathan Andrew Ossino Williamson	n/a	Stockton, CA \| REDMOND, WA	1	10	1	no
CHRISTOPHER D KENNEY	n/a	REDMOND, WA	0	23	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEAN, AUSTIN, DOUGLAS	MANAGING MEMBER / CEO	E	yes	10/2023	Nov 15, 2023	Nov 21, 2024
HEBERT-ROSCOE, STEPHANIE, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Aug 15, 2024	Nov 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$179M	$179M	14	4	4	n/a	n/a
2024	Apr 30, 2025	$136M	$136M	14	4	2	n/a	n/a
2023	Mar 27, 2024	$111M	$111M	9	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$179M	$136M	31.7%	n/a	n/a	14	14	4	2

Relationships

Registered with (4)

← CHRISTOPHER D KENNEYAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← Nathan Andrew Ossino WilliamsonAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Daniel Alan DeWhittAdvisorregistration: current employment
Mar 26, 2024 to presentfactForm ADV
← AUSTIN DOUGLAS DEANAdvisorregistration: current employment
Jan 5, 2024 to presentfactForm ADV

Controls (2)

← DEAN, AUSTIN, DOUGLASOwnerMANAGING MEMBER / CEO, ownership code E, individual
Nov 15, 2023 to Nov 21, 2024factForm ADV
← HEBERT-ROSCOE, STEPHANIE, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 15, 2024 to Nov 21, 2024factForm ADV

Dated events

Occurred
Aug 15, 2024
Control person left
Savana Reynolds (Chief Compliance Officer, Chief Operating Office) no longer on Schedule A of Waystone Advisors Llc (listed 2024-06-13, absent 2024-08-15)
Form ADVobserved 4 days ago
Occurred
Aug 15, 2024
Control person joined
Ann Stephanie Hebert-Roscoe (Chief Compliance Officer) appeared on Schedule A of Waystone Advisors Llc
Form ADVobserved 4 days ago
Occurred
Jun 13, 2024
Control person joined
Savana Reynolds (Chief Compliance Officer, Chief Operating Office) appeared on Schedule A of Waystone Advisors Llc
Form ADVobserved 4 days ago
Occurred
Nov 15, 2023
First Form ADV filing
Waystone Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f62857d-97c8-9cf1-b2a7-d6475950f542
First observed: Nov 15, 2023
Last observed: Aug 7, 2026 43 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WAYSTONE ADVISORS LLC

CRD 328565

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f62857d-97c8-9cf1-b2a7-d6475950f542

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AUSTIN DOUGLAS DEAN

Certified Financial Planner|Chartered Financial Consultant

REDMOND, WA

Daniel Alan DeWhitt

n/a

REDMOND, WA | Monroe, WA

n/a

Nathan Andrew Ossino Williamson

n/a

Stockton, CA | REDMOND, WA

CHRISTOPHER D KENNEY

n/a

REDMOND, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEAN, AUSTIN, DOUGLAS

MANAGING MEMBER / CEO

yes

10/2023

Nov 15, 2023

Nov 21, 2024

HEBERT-ROSCOE, STEPHANIE, ANN

CHIEF COMPLIANCE OFFICER

yes

08/2024

Aug 15, 2024

Nov 21, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$179M

n/a

2024

Apr 30, 2025

$136M

n/a

2023

Mar 27, 2024

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$179M

$136M

31.7%

n/a