STONECREST WEALTH MANAGEMENT, INC

RIASEC RegisteredEst. 2020

Total AUM

$376M

Discretionary

$339M

90% of AUM

Avg account

$347K

Accounts

1,083

Employees

Advisory reps

Firm details

Headquarters: CHANDLER, Arizona
CRD number: 311404
Registered since: December 1, 2020
Website: www.stonecrestwealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI75.46%
Individuals23.74%
Corporations / Businesses0.8%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Stonecrest Wealth Management, Inc. is an independent, SEC-registered RIA formed before 2020 and owned by an individual proprietor. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It charges a mix of fee structures — percentage of AUM, hourly, fixed fees, and performance-based fees — and does not identify as an active ESG investor or a multi-state adviser. Business activity centers on discretionary portfolio management with an equity preference and a notable reliance on exchange-traded instruments. The firm lists an insurance company among its industry affiliations and positions itself to serve private clients rather than acting as a capital allocator to external managers.