STONE-HECHT WEALTH MANAGEMENT, INC.

STONE-HECHT WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 158349). Regulatory assets under management: $41.9M.

Registration

• CRD: 158349
• SEC file number: 801-72559
• Type: Registered investment adviser
• Phone: 800-658-1373
• Latest filing: 2012-03-26
• Regulatory AUM: $41.9M
• Discretionary AUM: $41.9M
• Clients: 1
• Accounts: 136

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 158349 on SEC IAPD (source of record)
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