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Building 2STONE LOFT WEALTH MANAGEMENT LLC

Map pin
Phone(610) 812-9867
NotebookSEC #801-133853
Total AUM
$138.6M
Employees
2
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(610) 812-9867

ReceiptFinancials

Total AUM
$138.6M
Accounts
75
Discretionary
$136.6M
Accounts
67
Non-Discretionary
$2M
Accounts
8

ContactClients

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Individual Clients
1
AUM
$900K
HNW Individual Clients
28
AUM
$137.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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