Stonecrop Wealth Advisors, LLC

RIASEC Registered
Total AUM
$300M
Discretionary
$299M
100% of AUM
Avg account
$244K
Accounts
1,230
Employees
7
Advisory reps
4

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
306486
Registered since
January 2, 2020
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI62.68%
  • Charitable Organizations20.53%
  • Individuals16.43%
  • Investment Companies0.19%
  • Corporations / Businesses0.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stonecrop Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator while offering fee structures that include percentage-of-AUM billing and fixed fees. Stonecrop combines advisory services with insurance brokerage activity and provides a range of advisory programs: financial planning, portfolio management for individuals, small businesses and institutional clients, selection of other advisers, and educational publications and workshops. The firm does not identify itself as an active ESG investor. Its business model includes client education and periodic publications, and it lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 22%, Cash & Cash Equivalents 5%, US Government Bonds 4%, Investment Grade Corp Bonds 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents5%
  • US Government Bonds4%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

West Chester, PA

Chester

Location

West Chester, PA

Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
2 W Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth