Stonecrest Wealth Management, Inc
Stonecrest Wealth Management, Inc is an SEC-registered mass-market adviser in Chandler, AZ with $375.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Stonecrest Wealth Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311404, SEC 801-119878, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $375.8M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Chandler, AZ
- Employees
- 4
- Clients
- 385
- CRD
- 311404
- Ownership
- Wiscombe, Brian; MAHAN, KEITH, CASEY
How much AUM does Stonecrest Wealth Management, Inc have?
Stonecrest Wealth Management, Inc reported $375.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Stonecrest Wealth Management, Inc?
Disclosed owners and executives of Stonecrest Wealth Management, Inc include Wiscombe, Brian, MAHAN, KEITH, CASEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.