SENECA HOUSE ADVISORS

STONY POINT WEALTH MANAGEMENT INC.

CRD 210519 · SEC 801-108723

Visit website

5609 PATTERSON AVE, SUITE B, RICHMOND, VA, 23226, United States

Phone

(804) 332-6574

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$506.1M

Discretionary AUM

$480.6M

Team

8 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	148	$84.4M
High net worth individuals	155	$419.1M
Pooled investment vehicles	1	$2.6M

States served

GA, LA, MD, NY, NC, SC, VA, WV, TX, FL

All web addresses on file

HTTPS://WWW.SENECAHOUSEADVISORS.COM
HTTPS://WWW.STONYPOINTWEALTH.COM/
https://www.linkedin.com/company/senecahouseadvisors/

Official SEC filing: View on IAPD