Wealthstone Achieves 100% Growth in AUM Under CEO Zak Gardezy's Leadership

Wealthstone's Remarkable Growth in 2025

In a remarkable achievement, Wealthstone Private Wealth Management, based in Scottsdale, Arizona, has recently reported a staggering over 100% growth in assets under management (AUM) within a single year. This extraordinary milestone is a testament to the firm’s unwavering commitment to providing fiduciary-led financial planning and investment strategies that prioritize client needs. CEO Zak Gardezy, a pivotal figure in this remarkable journey, emphasizes a client-first approach that has resonated deeply with high-net-worth and ultra-high-net-worth individuals across the nation.

Founded with the intention of providing clear and independent financial guidance, Wealthstone has set itself apart from conventional Wall Street firms. By focusing on transparency and comprehensive financial planning, the firm has effectively attracted a considerable client base, leading to rapid expansion. Gardezy’s meticulous analysis of individual financial situations ensures that clients receive tailored advice aimed at maximizing returns while minimizing risks and expenses.

The growth can be largely attributed to increased trust between the firm and its clients, cultivated through four fundamental principles:
1. Client-Centric Approach: Every client interaction is guided by the principle of placing clients' interests above all else, consistent with Wealthstone’s fiduciary promise.
2. Custom Financial Planning: Wealthstone merges in-depth financial analysis with bespoke strategies. For example, the firm assists executives in diversifying concentrated stock positions tax-efficiently and provides comprehensive retirement planning for pre-retirees.
3. Efficient Portfolio Management: The firm prioritizes low-cost and forward-looking investment strategies. Early adoption of investments in leading Artificial Intelligence firms has significantly benefited clients, showcasing Wealthstone’s proactive decision-making.
4. Community and Family Values: Each client is considered a vital part of the Wealthstone family, not merely a transaction. This approach fosters deeper relationships and encourages referrals from satisfied clients, as well as from professionals like attorneys and CPAs.

To further share insights and guidance, Gardezy has authored a book titled Secrets From A Wealth Advisor 4-Stage Methodology - How To Diversify Concentrated Stock Tax Efficiently, which is readily available on Amazon. The firm has also developed a robust library of educational content, including over 50 videos on YouTube, along with various articles on platforms like LinkedIn and Medium, aimed at enriching the knowledge of clients and partners alike.

Wealthstone’s rapid growth reflects a broader trend within the financial industry where high-net-worth investors are gravitating towards independent fiduciaries who can provide holistic planning and advanced strategies beyond traditional portfolio management.

In summary, Wealthstone, under the astute leadership of Zak Gardezy, is not just experiencing remarkable growth. It is setting a new standard in wealth management—one that prioritizes client relationships and meticulous, strategic planning that aligns with individual needs. The firm’s mission to empower clients through actionable advice and foresight into financial opportunities positions it as a formidable player in the wealth management space.

For more information, visit Wealthstone Private Wealth Management.