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STONECREST WEALTH MANAGEMENT, INC
CRD 311404 · SEC 801-119878
118 S KYRENE ROAD, SUITE 4, CHANDLER, AZ, 85226, United States
Phone
(602) 258-9400
Fax
(602) 258-9300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.8M
Discretionary AUM
$338.6M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $89.2M |
| High net worth individuals | 111 | $283.6M |
States served
AZ, CA, CO, GA, LA, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD