STONE SUMMIT WEALTH LLC is an SEC-registered investment adviser (CRD 315438). Regulatory assets under management: $443.6M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Alan Jason Whitby | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jeremiah Otto Spitzberg | FOUNDING PARTNER | — |
| SPITZBERG JEREMIAH OTTO | FOUNDING PARTNER | — |
| WHITBY ALAN JASON | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |