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 ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stone Tower Wealth Advisors is a privately held limited liability company that acts as a fee-based wealth manager and capital allocator. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Its billing model includes a percentage-of-AUM fee schedule alongside hourly and fixed-fee engagements. Stone Tower is identified as an active ESG investor and is organized under individual ownership.
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
Austin Carr
Founder, Wealth Management AdvisorCRD 8249151
Matthew Alatorre
Founder, CCO and Portfolio ManagerCRD 5944997
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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