Stonecrest Wealth Management, Inc
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
FINTRXOverview
Stonecrest Wealth Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered (initial registration 2020) and serves individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are varied and include percentage-of-AUM, hourly, fixed-fee, and performance-based billing. Stonecrest identifies as equity-preferring and is affiliated with an insurance company; it does not list ESG investing as an active priority.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds37%
- Other9%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$255M in ETFs
52%
$133M
27%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $20.9M | 68,750 | 8.21% |
Location
Chandler, AZ
Maricopa
Location
Chandler, AZ
Headquartered in Chandler, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 118 S Kyrene Rd
- Time zone
- MT (UTC-7)
- Office locations
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