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STONE LOFT WEALTH MANAGEMENT LLC
CRD 337410 · SEC 801-133853
PA, United States
Phone
(610) 812-9867
Fax
(484) 205-3353
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.6M
Discretionary AUM
$136.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $137.7M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD