Stone Lake Wealth Management, LLC

Overview

Stone Lake Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Investment activity is heavily equity-oriented: the firm lists a preference for exchange-traded equities and manages its assets on a discretionary basis. Fee arrangements include a percentage of AUM plus the option for hourly or fixed fees, reflecting a mix of ongoing asset-based relationships and project or plan-based engagements. Stone Lake is not positioned as a capital allocator and does not identify as an active ESG investor.

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Public Holdings

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Location & Offices