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STONEWEALTH ADVISORS, LLC
CRD 293600
121 ALHAMBRA PLAZA, SUITE 1000 UNIT 66, CORAL GABLES, FL, 33134, United States
Phone
305.615.1458
Fax
305.615.1589
Registration
— (—)
Source
State registered
Total AUM
$5.1M
Discretionary AUM
$4.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $430K |
| High net worth individuals | 3 | $4.6M |
Official SEC filing: View on IAPD