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Stonecrest Wealth Management, Inc

● SEC registered since 2020CRD 311404SEC# 801-119878Chandler, AZ
Export (members)
Reg. AUM
$375.8M
Employees
4
Accounts
1,083
Location
Chandler, AZ

Stonecrest Wealth Management, Inc assets under management

Stonecrest Wealth Management, Inc is an SEC-registered investment adviser based in Chandler, AZ. The firm has been registered since 2020. It reports $375.8 million in regulatory assets under management and employs 4 people.
www.facebook.com/kcmahan42View on SEC.gov ↗

Stonecrest Wealth Management, Inc owners & executives

1 reported
NameTitleOwnershipSince
Keith Casey Mahan ControlPresident, Managing Principal, Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Stonecrest Wealth Management, Inc manage?

Stonecrest Wealth Management, Inc reports $375.8 million in regulatory assets under management on its Form ADV.

How many employees does Stonecrest Wealth Management, Inc have?

Stonecrest Wealth Management, Inc reports 4 employees.

Where is Stonecrest Wealth Management, Inc located?

Stonecrest Wealth Management, Inc is based in Chandler, AZ and has been SEC-registered since 2020.

Does Stonecrest Wealth Management, Inc disclose fund performance?

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

Contact & registration

Address118 S Kyrene Road, Suite 4, Chandler, AZ 85226
Phone(602) 258-9400
Fax(602) 258-9300
Office hours8:30a.m. To 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$338.6M
Non-discretionary$37.2M
Total (RAUM)$375.8M