A.l. Stuart Investments, LLC
A.l. Stuart Investments, LLC is an SEC-registered wealth manager with $70.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns A.l. Stuart Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158974, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $70.4M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 20
- Clients
- 19
- CRD
- 158974
- Ownership
- STUART, ALAN, LINCOLN; LUBIN, RONDA, HALPERIN; A.L. STUART FINANCIAL SERVICES, LLC
How much AUM does A.l. Stuart Investments, LLC have?
A.l. Stuart Investments, LLC reported $70.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns A.l. Stuart Investments, LLC?
Disclosed owners and executives of A.l. Stuart Investments, LLC include STUART, ALAN, LINCOLN, LUBIN, RONDA, HALPERIN, A.L. STUART FINANCIAL SERVICES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.