Stone Loft Wealth Management LLC
RIASEC Registered
Total AUM
$139M
Discretionary
$137M
99% of AUM
Avg account
$1.8M
Accounts
75
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337410
- Registered since
- July 25, 2025
- Website
- www.stoneloftwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.35%
- Individuals0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stone Loft Wealth Management LLC is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2025. The firm provides financial planning and portfolio management services to individuals, families and small businesses, and charges fees as a percentage of assets under management. It does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds22%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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