Stone Tower Wealth Advisors
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 341898
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stone Tower Wealth Advisors is a limited liability company owned by an individual and positioned as a small, fee-based advisory practice. The firm bills clients through a mix of percentage-of-AUM, hourly charges and fixed fees. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm identifies itself as an active ESG investor and is not structured as a capital allocator. It is not a multistate adviser and is not newly formed.
Assets & Accounts
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
Contacts
2 of 2
Matthew Alatorre
Founder, CCO and Portfolio ManagerCRD 5944997
Austin Carr
Founder, Wealth Management AdvisorCRD 8249151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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