STONY POINT WEALTH MANAGEMENT INC. of RICHMOND, VA is an SEC-registered investment adviser (CRD 210519). Regulatory assets under management: $506.1M.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Daniel S Evans | PRINCIPAL | Seattle, WA |
| Matthew Clayton Daniel | PRINCIPAL | — |
| Elizabeth Ann King | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| KING LINDA ANN | PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| DANIEL MATTHEW CLAYTON | PRINCIPAL; PRINCIPAL/CCO | — |