STONECREEK PRIVATE WEALTH, LLC

STONECREEK PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 323473). Regulatory assets under management: $193.3M.

Registration

• CRD: 323473
• SEC file number: 801-132484
• Type: Registered investment adviser
• Phone: 214-415-6726
• Latest filing: 2026-02-26
• Regulatory AUM: $193.3M
• Discretionary AUM: $193.3M
• Clients: 1
• Accounts: 202

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323473 on SEC IAPD (source of record)
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