Stone Tower Wealth Advisors
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 341898
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stone Tower Wealth Advisors is organized as a limited liability company under individual ownership and is identified in the data as an active capital allocator. The firm’s public profile classifies it as unclassified and indicates it provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops. Its fee model is flexible and includes a percentage-of-AUM option as well as hourly and fixed-fee arrangements. FINTRX flags the firm as not an active ESG investor and not a multistate adviser; it is also not listed as newly formed in the data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Austin Carr
Founder, Wealth Management AdvisorCRD 8249151

Matthew Alatorre
Assistant Vice President, Wealth Management AdvisorCRD 5944997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 4555 Lake Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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