STONEWEALTH ADVISORS, LLC

STONEWEALTH ADVISORS, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 293600). Regulatory assets under management: $5.1M.

Registration

• CRD: 293600
• Type: Registered investment adviser
• Location: 121 ALHAMBRA PLAZA, CORAL GABLES, FL, 33134
• Phone: 305.615.1458
• Latest filing: 2026-03-30
• Regulatory AUM: $5.1M
• Discretionary AUM: $4.5M
• Non-discretionary AUM: $538K
• Clients: 2
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search