STONEWEALTH ADVISORS, LLC

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