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STONE-HECHT WEALTH MANAGEMENT, INC.
800-658-1373
SEC #801-72559Total AUM
$41.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
800-658-1373
Financials
Total AUM
$41.9M
Accounts
136Discretionary
$41.9M
Accounts
136Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.