Stone Wall Money Management LLC

Overview

Stone Wall Money Management LLC is an independently owned Connecticut LLC that provides fee-based portfolio management for individuals, families and small businesses. The firm operates as a capital allocator and performs selection of third‑party advisers, and it also holds an insurance broker role — a combination that supports use of insurance products alongside discretionary portfolio management. Compensation is a percentage of assets under management. The firm identifies its client base primarily as individual and family investors. It does not position itself as an ESG-focused manager and appears to operate out of a single state (Connecticut) rather than as a multi-state adviser. Ownership is individual rather than institutional, and the adviser is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices