# STONEGATE WEALTH MANAGEMENT, LLC

STONEGATE WEALTH MANAGEMENT, LLC of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 121412
- Type: SEC-registered investment adviser
- SEC file number: 801-63331
- Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
- Phone: 919-654-6898
- Latest filing: 2022-06-21
- Regulatory AUM: $54.3M
- Discretionary AUM: $54.3M
- Clients: 2
- Accounts: 72

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| CRAFFEN STEPHEN CHARLES | CHIEF COMPLIANCE OFFICER/PARTNER; MANAGING MEMBER CHIEF COMPLIANCE OFFICER; PARTNER/PRINCIPAL | — |
| CANNILLO VICTOR PAUL | PARTNER/PRINCIPAL | — |
| SHAGAWAT JAMES | PARTNER | — |
| MARSON CRAIG R | MANAGING MEMBER; PARTNER | — |
| GERAGHTY THOMAS J | MANAGING MEMBER; OWNER; OWNER/CCO (+1 more) | — |
| CARBONARO CARY ANNE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121412/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121412/similar
- Related entities: https://search.stillhousedata.com/firm/121412/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121412

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.