| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sha Realty Partners Fund I, LLC | Real Estate | $2.4M | $200K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann King Control | Principal & Chief Compliance Officer | 50-75% | 2016 |
| Matthew Clayton Daniel Control | Principal | 50-75% | 2015 |
Stony Point Wealth Management Inc. reports $424.7 million in regulatory assets under management on its Form ADV.
Stony Point Wealth Management Inc. manages 1 private funds with combined gross assets of $2.4 million.
Stony Point Wealth Management Inc. reports 7 employees.
Stony Point Wealth Management Inc. is based in Richmond, VA and has been SEC-registered since 2016.
Stony Point Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5609 Patterson Ave, Suite B, Richmond, VA 23226 |
| Phone | (804) 332-6574 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $411M |
| Non-discretionary | $13.7M |
| Total (RAUM) | $424.7M |