STONY POINT WEALTH MANAGEMENT INC.
Doing business as SENECA HOUSE ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$506,067,770
Discretionary
$480,570,466
Non-discretionary
$25,497,304
Firm details
- CRD number
- 210519
- SEC file number
- 801-108723
- Main office
- RICHMOND, VA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based Other
As of May 2026.