Stoneridge Wealth Advisors, LLC

Overview

Stoneridge Wealth Advisors, LLC operates as a small, independent registered investment adviser serving individual and family clients. The firm functions primarily as a capital allocator and adviser rather than an active institutional manager: its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees, pointing to a mix of ongoing advisory relationships and project-based work. Investment positioning skews toward pooled public funds and corporate debt as the core building blocks of portfolios, while the firm also deploys third‑party alternative managers across several real‑asset and commodity strategies. Stoneridge is not an active ESG investor and is organized as a single‑state operation, which suggests a locally focused client base and compliance footprint. The firm’s filings show a predominantly non‑discretionary relationship model, indicating clients retain day‑to‑day trading authority while the adviser provides planning, allocation and manager selection.

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Investments & Alternatives

Location & Offices