Stone Tower Wealth Advisors

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Blue Ash, Ohio
CRD number
341898
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stone Tower Wealth Advisors is organized as a limited liability company under individual ownership and is identified in the data as an active capital allocator. The firm’s public profile classifies it as unclassified and indicates it provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops. Its fee model is flexible and includes a percentage-of-AUM option as well as hourly and fixed-fee arrangements. FINTRX flags the firm as not an active ESG investor and not a multistate adviser; it is also not listed as newly formed in the data.

Assets & Accounts

Location & Offices

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

Contacts

2 of 2
  • Austin Carr

    Austin Carr

    Founder, Wealth Management AdvisorCRD 8249151

  • Matthew Alatorre

    Matthew Alatorre

    Assistant Vice President, Wealth Management AdvisorCRD 5944997

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Blue Ash, OH

Hamilton

Location

Blue Ash, OH

Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
4555 Lake Forest Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth