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Taylor Parton, portrait

Taylor Parton

Chief Operating Officer at Waystone Advisors

Firm officerUpdated

Taylor Parton has been Chief Operating Officer of Waystone Advisors LLC, a investment adviser managing $179M, since January 2025.

1
Years in role
$179M
Firm AUM
306
Firm clients
4
Firm advisers

From Form ADV filed 7 August 2026Form ADV

Career

Taylor Parton is a control person of Waystone Advisors and directly owns under 5% of it. Taylor Parton studied Degrees in Sociology and Psychology at Central Washington University.

Waystone Advisors is an investment adviser, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $179 million, as filed on 7 August 2026. Its fees, ownership and offices are on the firm’s profile.

Taylor Parton is Chief Operating Officer of Waystone Advisors. She oversees the operational resources the team needs to support clients and leads the vetting of new business partnerships and resources. Over the past seven years she has formed strategic partnerships and designed curricula and training programs.

Key facts

CRD
7731051
Firm
Waystone Advisors · CRD 328565
Role
Chief Operating Officer
In role since
January 2025 · 1 year
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Taylor Parton work?

Taylor Parton has been Chief Operating Officer of Waystone Advisors LLC since January 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 7 August 2026

How can I verify Taylor Parton’s record?

Taylor Parton’s role is listed on Waystone Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 328565.

Source: Form ADV, Schedule A, filed 7 August 2026

Leadership at Waystone Advisors

Sources

  1. IAPD individual lookup, CRD 7731051, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Waystone Advisors LLC, filed 7 August 2026. Title, control and ownership bands.
  3. Waystone Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.