STONE FORTRESS WEALTH STRATEGIES

STONE FORTRESS WEALTH STRATEGIES is an SEC-registered investment adviser (CRD 331873). Regulatory assets under management: $56.1M.

Registration

• CRD: 331873
• Type: Registered investment adviser
• Phone: 2153153348
• Latest filing: 2026-02-12
• Regulatory AUM: $56.1M
• Discretionary AUM: $47.3M
• Non-discretionary AUM: $8.8M
• Clients: 3
• Accounts: 192

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search