Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
STONECREEK PRIVATE 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 #323473), STONECREEK PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
STONECREEK PRIVATE WEALTH, LLC serves 62 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, STONECREEK PRIVATE WEALTH, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
STONECREEK PRIVATE WEALTH, LLC manages $193 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, STONECREEK PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 202
Discretionary Accounts: 202
Regulatory Filings
CRD Number: 323473
Filing ID: 2052816
Last Filing Date: 2026-02-26 12:40:24