← Back to searchVisit website
STONECROP WEALTH ADVISORS, LLC
CRD 306486 · SEC 801-117833
2 WEST MARKET STREET, SUITE 200, WEST CHESTER, PA, 19382, United States
Phone
610-628-0035
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.5M
Discretionary AUM
$299.0M
Team
7 total employees; 6 advisory reps; 290 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 721 | $49.2M |
| High net worth individuals | 464 | $187.8M |
| Investment companies | 1 | $556K |
| Charitable organizations | 42 | $61.5M |
| Corporations/business entities | 2 | $538K |
States served
DE, NJ, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD