STONE HILL WEALTH MANAGEMENT, LLC

CRD 282930

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2550 PACIFIC AVENUE, STE 700, DALLAS, TX, 75226, United States

Phone

(469) 608-1457

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$21.4M

Discretionary AUM

$21.4M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; SELECTION OF OTHER ADVISERS FEES

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLAN INVESTMENT CONSULTING; PRIVATE INVESTMENT DUE DILIGENCE CONSULTING

Client types

Type	Clients	AUM
Individuals	112	$18.4M
High net worth individuals	2	$3.0M
Corporations/business entities	1	$24K

All web addresses on file

HTTP://WWW.LINKEDIN.COM/IN/PHILLIPWASHINGTONJR
HTTP://WWW.INSTAGRAM/ASKPHILLIP/
HTTP://WWW.FACEBOOK.COM/STONEHILLWM
HTTP://WWW.FACEBOOK.COM/PHILLIPSHWM
http://www.stonehillwm.com

Official SEC filing: View on IAPD