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Stonecrop Wealth Advisors, LLC

● SEC registered since 2020CRD 306486SEC# 801-117833West Chester, PA
Export (members)
Reg. AUM
$251.9M
Employees
5
Accounts
706
Location
West Chester, PA

Stonecrop Wealth Advisors, LLC assets under management

Stonecrop Wealth Advisors, LLC operates as an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2020. It reports $251.9 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/stonecropadvisorsView on SEC.gov ↗

Stonecrop Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher George Plummer ControlChief Compliance OfficerUnder 5%2023
Douglas Robyn MacGray ControlOwner And PrincipalOver 75%2020

Frequently asked questions

How much does Stonecrop Wealth Advisors, LLC manage?

Stonecrop Wealth Advisors, LLC reports $251.9 million in regulatory assets under management on its Form ADV.

How many employees does Stonecrop Wealth Advisors, LLC have?

Stonecrop Wealth Advisors, LLC reports 5 employees.

Where is Stonecrop Wealth Advisors, LLC located?

Stonecrop Wealth Advisors, LLC is based in West Chester, PA and has been SEC-registered since 2020.

Does Stonecrop Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address2 West Market Street, Suite 200, West Chester, PA 19382
Phone610-628-0035
Office hours8a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$251.2M
Non-discretionary$691K
Total (RAUM)$251.9M