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STONE SUMMIT WEALTH LLC
CRD 315438 · SEC 801-123157
AZ, United States
Phone
305-491-9396
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.6M
Discretionary AUM
$443.6M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $66.5M |
| High net worth individuals | 150 | $377.1M |
States served
AZ, CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD