Daniel A. Dewhitt

WAYSTONE ADVISORS LLC

Monroe, WA

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CRD#: 7891416

Professional summary

Daniel Alan Dewhitt is a registered financial advisor currently at WAYSTONE ADVISORS LLC located in Monroe, Washington.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Insurance Licensed - Investment Related - 9210 218TH AVENUE NE REDMOND, WA, USA, 98053 - Insurance Sales in an Individual Capacity - 1/30/2024 - 50% hrs/month Continents For Christ; President; Not Investment Related; PO Box 3115 Redmond WA 98073; Description: A nonprofit missions organization; Responsibilities: Oversee the overall operations and leadership of the organization; Start date: 2020-10-20; 0 Hours per month devoted to business during trading hours; 20 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Contact person: Jennifer Pence; Website address: www.continentsforchrist.com.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Alan Dewhitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 26, 2024 - Present

WAYSTONE ADVISORS LLC

RIA

CRD#: 328565

Monroe, 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/18/2024)

IAR

Washington
(3/26/2024)

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: 3/8/2024

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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Daniel A. Dewhitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Alan Dewhitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYSTONE ADVISORS LLC

Primary Firm SEC Registration

WAYSTONE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2024

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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