Stone Loft Wealth Management LLC
Stone Loft Wealth Management LLC is an SEC-registered wealth manager with $138.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Stone Loft Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337410, SEC 801-133853, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $138.6M (2026-03-04)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 28
- CRD
- 337410
- Ownership
- NEAL, JOHN, ROBERT
How much AUM does Stone Loft Wealth Management LLC have?
Stone Loft Wealth Management LLC reported $138.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Stone Loft Wealth Management LLC?
Disclosed owners and executives of Stone Loft Wealth Management LLC include NEAL, JOHN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.