Stone Summit Wealth LLC

RIASEC RegisteredEst. 2022
Total AUM
$444M
Discretionary
$444M
100% of AUM
Avg account
$1.9M
Accounts
231
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
315438
Registered since
February 4, 2022
Website
www.stonesummitwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85%
  • Individuals15%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stone Summit Wealth LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2022. The firm is owner-operated and focuses on portfolio management for high-net-worth individuals, families and small-business owners. Its advisory fees combine a percentage of assets under management with fixed-fee engagements. Stone Summit does not act as a capital allocator and is not identified as an active ESG investor or a multi-state adviser on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 32%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 3
  • Alan Whitby

    Alan Whitby

    Founding PartnerCRD 5330508

  • Jeremiah Spitzberg

    Jeremiah Spitzberg

    Co-FounderCRD 2262146

  • Jeffrey Greer

    Jeffrey Greer

    Managing DirectorCRD 5039551

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 104

Active vs passive

$303M in ETFs

Passive

79%

$238M

Active

12%

$65.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$19.2M88,1616.35%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth