Stonecrest Wealth Management, Inc
Firm details
- Headquarters
- Chandler, Arizona
- CRD number
- 311404
- Registered since
- December 1, 2020
- Website
- www.stonecrestwealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI75.46%
- Individuals23.74%
- Corporations / Businesses0.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Stonecrest Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based structures. Stonecrest does not identify as a multi-state adviser or an active ESG investor, and it does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds37%
- Other9%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 3
Christian Mahan
Wealth ManagerCRD 6882687
Brian Wiscombe
Registered RepresentativeCRD 6278608
Keith Mahan
PresidentCRD 2293433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$257M in ETFs
53%
$135M
25%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $21.1M | 69,520 | 8.21% |
Location
Chandler, AZ
Maricopa
Location
Chandler, AZ
Headquartered in Chandler, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 118 S Kyrene Rd
- Time zone
- MT (UTC-7)
- Office locations
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