Stonecreek Private Wealth, LLC

Overview

Stonecreek Private Wealth, LLC is an SEC-registered limited liability advisory firm organized as an individual-owner RIA. The firm positions itself as a capital allocator for high-net-worth individuals and families, charging fees as a percentage of assets under management and running primarily discretionary relationships. Its stated advisory activities are portfolio management for individuals and small businesses plus selection of other advisers, which indicates a model that blends in-house portfolio oversight with the use of external money managers and separate account strategies. Stonecreek does not identify as an active ESG investor and is not classified as a multi-state or pension consultant adviser. Investment preferences emphasize publicly traded pooled products as core building blocks, while the firm also uses third-party managers to access non-public strategies. The combination of discretionary mandates and manager selection suggests Stonecreek constructs multi-manager portfolios for clients rather than relying solely on proprietary models or single-manager sleeves.

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Location & Offices