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Stone Loft Wealth Management LLC

● SEC registered since 2025CRD 337410SEC# 801-133853
Export (members)
Reg. AUM
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Employees
1
Accounts
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Location
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Stone Loft Wealth Management LLC assets under management

Stone Loft Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It employs 1 people.
stoneloftwm.comView on SEC.gov ↗

Stone Loft Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
John Robert Neal ControlManaging Member / Founder & Ceo / CcoOver 75%2025

Frequently asked questions

How many employees does Stone Loft Wealth Management LLC have?

Stone Loft Wealth Management LLC reports 1 employees.

Does Stone Loft Wealth Management LLC disclose fund performance?

Stone Loft Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(610) 812-9867
Fax(484) 205-3353
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo