Overview
Assets Under Management: $358 million
High-Net-Worth Clients: 144
Average Client Assets: $2 million
Frequently Asked Questions
STONE SUMMIT WEALTH 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 #315438), STONE SUMMIT WEALTH LLC is subject to fiduciary duty under federal law.
STONE SUMMIT WEALTH LLC serves 144 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, STONE SUMMIT WEALTH LLC offers portfolio management for individuals. View all service details ↓
STONE SUMMIT WEALTH LLC manages $358 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, STONE SUMMIT WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 659
Discretionary Accounts: 659
Regulatory Filings
CRD Number: 315438
Last Filing Date: 2025-01-17 00:00:00
Website: https://stonesummitwealth.com