Peter K. Mathias

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CRD#: 7507603

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Karl Mathias was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2022. Peter had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) AJP Properties, LLC; Investment Related; Lexington, SC; Real Estate Investing; Member; December 2017; Approximately 1 hours per month; 0 hours during trading 2) Blue Sun, LLC; Investment Related: Yes; 30 N Gould St, Sheridan WY 82801, United States; Nature: Real Estate Investing; Position: Manager; Description: Manager of the investment entity; Start Date: 12/04/2018; Hours: 10; Securities Trading Hours: 0

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 5, 2024 - July 21, 2025

WAYSTONE ADVISORS LLC

RIA

CRD#: 328565

Issaquah, WA

Past

May 16, 2022 - February 1, 2024

LION STREET ADVISORS, LLC

RIA

CRD#: 167610

Redmond, WA

Past

March 2, 2022 - May 17, 2022

GUIDE ADVISORS, INC.

RIA

CRD#: 281828

BOTHELL, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAYSTONE ADVISORS LLC

CRD#: 328565 / SEC#: 801-129211

RIA

Registered Investment Advisory firm - (12/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2022

Uniform Investment Adviser Law Examination

Current Firm

WAYSTONE ADVISORS LLC

CRD#: 328565 / SEC#: 801-129211

RIA

Registered Investment Advisory firm - (12/15/2023 Approved)

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Contact information

Main Address

Redmond, WA

Mailing Address

23515 Ne Novelty Hill Rd Suite B215, Redmond, WA 98053

Phone number

(425) 484-0045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAYSTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/6/2025)

Regulatory assets under management

Total Number of Accounts	695
AUM (Assets Under Management)	$ 172,829,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter K. Mathias

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WAYSTONE ADVISORS LLC

LION STREET ADVISORS, LLC

GUIDE ADVISORS, INC.

Primary Firm SEC Registration

WAYSTONE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2022

Current Firm

WAYSTONE ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYSTONE ADVISORS LLC

TRUST BUT VERIFY

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