Stonecrop Wealth Advisors, LLC

RIASEC Registered

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, owner-operated registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator while offering fee structures that include percentage-of-AUM billing and fixed fees. Stonecrop combines advisory services with insurance brokerage activity and provides a range of advisory programs: financial planning, portfolio management for individuals, small businesses and institutional clients, selection of other advisers, and educational publications and workshops. The firm does not identify itself as an active ESG investor. Its business model includes client education and periodic publications, and it lists an industry affiliation with a law firm.