STONE WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$142,879,888
Discretionary
$141,942,888
Non-discretionary
$937,000
Firm details
- CRD number
- 308429
- SEC file number
- 801-129772
- Main office
- LAFAYETTE, LA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.stone-wealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.