STONECROP WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2020

Total AUM

$300M

Discretionary

$299M

100% of AUM

Avg account

$244K

Accounts

1,230

Employees

Advisory reps

Firm details

Headquarters: WEST CHESTER, Pennsylvania
CRD number: 306486
Registered since: January 2, 2020
Website: www.stonecropadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.68%
Charitable Organizations20.53%
Individuals16.43%
Investment Companies0.19%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stonecrop Wealth Advisors, LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2020. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its revenue model includes fees based on a percentage of assets under management as well as fixed fees, and the firm also operates an insurance brokerage. Advisory capabilities span comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. The firm also provides manager selection services, publishes periodicals or newsletters, and runs educational seminars and workshops. Stonecrop is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.