| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jason Whitby Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
| Jeremiah Otto Spitzberg Control | Founding Partner | 50-75% | 2021 |
Stone Summit Wealth LLC reports $358 million in regulatory assets under management on its Form ADV.
Stone Summit Wealth LLC reports 3 employees.
Stone Summit Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 305-491-9396 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $358M |
| Non-discretionary | $0 |
| Total (RAUM) | $358M |