STONE WEALTH PARTNERS LLC

Overview

Stone Wealth Partners LLC is a privately owned investment advisory firm registered with the SEC in 2024 and organized as a limited liability company. The firm serves individuals and families and combines advisory services with insurance brokerage capabilities. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and client education through seminars and workshops. Fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Investment activity is skewed toward equities: the firm reports a strong preference for exchange-traded securities and uses both pooled and separately managed equity vehicles as core holdings. Stone Wealth Partners does not position itself as an ESG-focused manager and is not set up as a multi-state adviser. Given its client base and service mix, the firm appears to operate as a wealth manager that integrates traditional equity strategies with bespoke planning and insurance solutions.

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Public Holdings

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Location & Offices