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Building 2DBA STONE WEALTH MANAGEMENT

Map pinAUSTIN, TX
Phone512-469-9152
NotebookSEC #801-110921
Total AUM
$269.3M
Employees
6
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4210 SPICEWOOD SPRINGS ROAD
BUILDING E
AUSTIN
TX 78759
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
512-469-9152

ReceiptFinancials

Total AUM
$269.3M
Accounts
745
Discretionary
$258.8M
Accounts
695
Non-Discretionary
$10.6M
Accounts
50

ContactClients

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Individual Clients
130
AUM
$75M
HNW Individual Clients
70
AUM
$194.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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