Stone Tower Wealth Advisors

RIAState Registered

Total AUM

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Avg account

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Stone Tower Wealth Advisors is a privately held limited liability company owned by an individual that provides advisory services focused on individual and small-business clients. Its stated services include financial planning, portfolio management, pension consulting and educational seminars or workshops. The firm bills clients through a mix of percentage-of-assets, hourly and fixed-fee arrangements, and identifies itself as an active ESG investor—suggesting environmental, social and governance factors factor into its investment selection. Regulatory details in the source indicate state-level registrations (see Location & Offices), and the firm describes its classification as unclassified. The firm also indicates use of third‑party managers for certain strategies rather than acting as a primary capital allocator.