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STONEHEARTH CAPITAL MANAGEMENT

STONEHEARTH CAPITAL MANAGEMENT LLC

CRD 128866 · SEC 801-67868

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100 CONIFER HILL DRIVE, STE 105, DANVERS, MA, 01923, United States

Phone

978-624-3000

Fax

978-624-3007

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$425.4M

Discretionary AUM

$425.4M

Team

8 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)FINANCIAL CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals359$162.7M
High net worth individuals131$262.7M

States served

VT, CA, ME, MA, NY, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD