STONERIDGE WEALTH ADVISORS, LLC

STONERIDGE WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 140469). Regulatory assets under management: $23.1M.

Registration

• CRD: 140469
• Type: Registered investment adviser
• Phone: 484-875-3171
• Latest filing: 2026-03-23
• Regulatory AUM: $23.1M
• Non-discretionary AUM: $23.1M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140469 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search