STONECREEK WEALTH ADVISORS

STONECREEK WEALTH ADVISORS of SOUTH JORDAN, UT is an SEC-registered investment adviser (CRD 155300). Regulatory assets under management: $79.8M.

Registration

• CRD: 155300
• Type: Registered investment adviser
• Location: 10421 SOUTH JORDAN GATEWAY, SOUTH JORDAN, UT, 84095
• Phone: 801-545-0696
• Latest filing: 2026-02-26
• Regulatory AUM: $79.8M
• Non-discretionary AUM: $79.8M
• Clients: 1
• Accounts: 277

Business model

Compensation: % of AUM, Fixed, Subscription.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155300 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search