Overview
Assets Under Management: $143 million
Headquarters: LAFAYETTE, LA
High-Net-Worth Clients: 28
Average Client Assets: $2.9 million
Frequently Asked Questions
STONE WEALTH PARTNERS 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 #308429), STONE WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
STONE WEALTH PARTNERS LLC is headquartered in LAFAYETTE, LA.
STONE WEALTH PARTNERS LLC serves 28 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, STONE WEALTH PARTNERS LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
STONE WEALTH PARTNERS LLC manages $143 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, STONE WEALTH PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.09%
Average Client Assets: $2.9 million
Total Client Accounts: 750
Discretionary Accounts: 728
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 308429
Filing ID: 2072594
Last Filing Date: 2026-03-17 16:32:12