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STONE WEALTH PARTNERS LLC
CRD 308429 · SEC 801-129772
1200 CAMELLIA, SUITE 101, LAFAYETTE, LA, 70508, United States
Phone
337-660-2334
Fax
337-347-6857
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.9M
Discretionary AUM
$141.9M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 347 | $62.7M |
| High net worth individuals | 28 | $80.1M |
States served
LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD