STONEWEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$5.1M
Discretionary
$4.5M
89% of AUM
Avg account
$460K
Accounts
11
Employees
2
Advisory reps
2

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
293600
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI91.51%
  • Individuals8.49%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonewealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its billing models include asset-based fees, hourly charges, fixed fees and other arrangements. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, US Government Bonds 7%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 1%88%
  • Exchange Traded Equities88%
  • US Government Bonds7%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Talha Syed

    PartnerCRD 6918321

  • DANIEL ORONA

    Investment Adviser RepresentativeCRD 5089596

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
121 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth