STONE LOFT WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$138,550,000
Discretionary
$136,550,000
Non-discretionary
$2,000,000
Firm details
- CRD number
- 337410
- SEC file number
- 801-133853
- Employees
- 2
- SEC status
- Approved
- Website
- https://stoneloftwm.com
- Fee structure
-
Percentage of AUM
As of October 2026.