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Stone Wealth Partners LLC

● SEC registered since 2024CRD 308429SEC# 801-129772Lafayette, LA
Export (members)
Reg. AUM
$118.4M
Employees
5
Accounts
669
Location
Lafayette, LA

Stone Wealth Partners LLC assets under management

Stone Wealth Partners LLC is an investment advisory firm registered with the SEC based in Lafayette, LA. The firm has been registered since 2024. It reports $118.4 million in regulatory assets under management and employs 5 people.
www.stone-wealth.comView on SEC.gov ↗

Stone Wealth Partners LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard Alexander Hebert ControlManager / Member50-75%2019
Walter Joseph Wiltz ControlManager / Member / Chief Compliance Officer50-75%2019

Frequently asked questions

How much does Stone Wealth Partners LLC manage?

Stone Wealth Partners LLC reports $118.4 million in regulatory assets under management on its Form ADV.

How many employees does Stone Wealth Partners LLC have?

Stone Wealth Partners LLC reports 5 employees.

Where is Stone Wealth Partners LLC located?

Stone Wealth Partners LLC is based in Lafayette, LA and has been SEC-registered since 2024.

Does Stone Wealth Partners LLC disclose fund performance?

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

Contact & registration

Address1200 Camellia, Suite 101, Lafayette, LA 70508
Phone337-660-2334
Fax337-347-6857
Office hours8:00a.m.-5:00p.m. Ct
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.4M
Non-discretionary$0
Total (RAUM)$118.4M