STONE SUMMIT WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$443,610,000
Discretionary
$443,610,000
Non-discretionary
$0
Firm details
- CRD number
- 315438
- SEC file number
- 801-123157
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.