STONE WEALTH STRATEGIES
STONE ADVISORS INC
CRD 297961
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 4 advisory reps; 91 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $0 |
| Corporations/business entities | 2 | $0 |
All web addresses on file
- https://www.instagram.com/stonewealthstrategies/
- https://www.linkedin.com/company/colorado-tax-coach
- https://www.facebook.com/stonecpaadvisors
- https://www.eventbrite.com/o/stone-wealth-strategies-39173930333
- https://www.facebook.com/larry.stone.9
- https://www.facebook.com/stoneadvisorsarizona
- https://coloradotaxcoach.com/
- https://www.facebook.com/pat.barry.98434/
- https://www.mystoneadvisor.com
- https://www.linkedin.com/in/larrystonecpa/
- https://www.stonewealthstrategies.com/
- https://www.facebook.com/stonewealthstrategiesarizona
- http://stonecpaadvisors.eventbrite.com
- https://twitter.com/COTaxCoach
- https://www.re.endo.com
Official SEC filing: View on IAPD