STONE WALL MONEY MANAGEMENT LLC

Overview

Stone Wall Money Management LLC is an individual-owned investment adviser organized as an LLC that focuses on serving individuals and families. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses while also selecting third‑party advisers when appropriate. It operates as an insurance broker in addition to its advisory functions, and describes itself as a capital allocator. Stone Wall does not identify as an active ESG investor and is not registered as a multi‑state adviser in the provided data; its SEC registration year is not listed.

Assets & Accounts

Public Holdings

Investments & Alternatives