Stone Wealth Partners LLC
Stone Wealth Partners LLC is an SEC-registered mass-market adviser in Lafayette, LA with $142.9M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Stone Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308429, SEC 801-129772, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $142.9M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Lafayette, LA
- Employees
- 6
- Clients
- 375
- CRD
- 308429
- Ownership
- WILTZ, WALTER, JOSEPH; HEBERT, RICHARD, ALEXANDER
How much AUM does Stone Wealth Partners LLC have?
Stone Wealth Partners LLC reported $142.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Stone Wealth Partners LLC?
Disclosed owners and executives of Stone Wealth Partners LLC include WILTZ, WALTER, JOSEPH, HEBERT, RICHARD, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.