STONECREEK WEALTH ADVISORS

RIASEC Registered

Total AUM

$79.8M

Discretionary

0% of AUM

Avg account

$288K

Accounts

277

Employees

Advisory reps

Firm details

Headquarters: SOUTH JORDAN, Utah
CRD number: 155300
Website: www.stonecreekwealthadvisors.com
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Stonecreek Wealth Advisors is an independently owned registered investment adviser that serves individual and family clients. The firm operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and publishing periodicals or newsletters. Its fee arrangements include a percentage-of-AUM component alongside subscription and fixed-fee options. According to available disclosures, Stonecreek does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.