STONE PILLARS WEALTH MANAGEMENT
Firm details
- Headquarters
- FRANKLIN, Tennessee
- CRD number
- 331308
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.64%
- Individuals25.45%
- Charitable Organizations1.67%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stone Pillars Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients based on a percentage of assets under management and also offers hourly billing for certain advisory work. It does not identify as an active ESG investor, does not serve as a capital allocator, and the business is not organized as a multi-state or pension-consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Other15%
- Cash & Cash Equivalents2%
Contacts
2 of 2JONATHON JORDAN
Founder, Wealth Management AdvisorCRD 5471398
RYAN REDMOND
Partner, Financial AdvisorCRD 8119277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRANKLIN, TN
WILLIAMSON
Location
FRANKLIN, TN
Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 202 5th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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