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Stonecreek Private Wealth, LLC

● SEC registered since 2025CRD 323473SEC# 801-132484
Export (members)
Reg. AUM
$163.1M
Employees
1
Accounts
149
Location

Stonecreek Private Wealth, LLC assets under management

Stonecreek Private Wealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $163.1 million in regulatory assets under management and employs 1 people.

Stonecreek Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Todd Alan Frederick ControlManaging Member / Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Stonecreek Private Wealth, LLC manage?

Stonecreek Private Wealth, LLC reports $163.1 million in regulatory assets under management on its Form ADV.

How many employees does Stonecreek Private Wealth, LLC have?

Stonecreek Private Wealth, LLC reports 1 employees.

Does Stonecreek Private Wealth, LLC disclose fund performance?

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

Contact & registration

Phone214-415-6726
Office hours9:00-5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.1M
Non-discretionary$0
Total (RAUM)$163.1M