Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 28
Average Client Assets: $4.9 million
Frequently Asked Questions
STONE LOFT WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337410), STONE LOFT WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
STONE LOFT WEALTH MANAGEMENT LLC serves 28 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, STONE LOFT WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
STONE LOFT WEALTH MANAGEMENT LLC manages $139 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, STONE LOFT WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.35%
Average Client Assets: $4.9 million
Total Client Accounts: 75
Discretionary Accounts: 67
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 337410
Filing ID: 2049175
Last Filing Date: 2026-03-04 16:07:15