STONE SUMMIT WEALTH LLC

Overview

Stone Summit Wealth LLC is a boutique wealth manager focused on serving individual and family clients with tailored portfolio management and fee arrangements that include percentage-of-AUM and fixed fees. The firm runs a hybrid approach that leans on liquid public funds and ETF exposures as the core of client portfolios while selectively allocating to less liquid alternatives for clients who can tolerate longer investment horizons. Investment activity centers on diversified public-market exposure, supplemented by private market commitments and select structured products when they fit client objectives. Stone Summit does not position itself as an ESG-driven allocator and concentrates on conventional wealth-management services for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices