Overview
Assets Under Management: $307 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
STONECREST WEALTH MANAGEMENT, INC 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 #311404), STONECREST WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
STONECREST WEALTH MANAGEMENT, INC is headquartered in CHANDLER, AZ.
STONECREST WEALTH MANAGEMENT, INC serves 94 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, STONECREST WEALTH MANAGEMENT, INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STONECREST WEALTH MANAGEMENT, INC manages $307 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, STONECREST WEALTH MANAGEMENT, INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 946
Discretionary Accounts: 798
Non-Discretionary Accounts: 148
Regulatory Filings
CRD Number: 311404
Last Filing Date: 2025-01-24 00:00:00
Website: https://stonecrestwealth.com