Stone Tower Wealth Advisors

Overview

Stone Tower Wealth Advisors is organized as a limited liability company controlled by an individual owner and described in the dataset as a capital allocator. The firm provides a mix of advisory services aimed at individuals and small businesses, including financial planning, discretionary portfolio management, pension consulting support, and assistance selecting other advisers. It also runs educational seminars and workshops for clients or prospects. The firm uses multiple fee arrangements — percentage of assets under management, hourly charges, and fixed fees — giving flexibility across client types and engagements. The dataset flags Stone Tower Wealth Advisors as an active ESG investor. It is not listed as a multi-state adviser and is identified in the source as “unclassified.” SEC registration year is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices