STONE LOFT WEALTH MANAGEMENT LLC

STONE LOFT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 337410). Regulatory assets under management: $138.6M.

Registration

• CRD: 337410
• SEC file number: 801-133853
• Type: Registered investment adviser
• Phone: (610) 812-9867
• Latest filing: 2026-03-04
• Regulatory AUM: $138.6M
• Discretionary AUM: $136.6M
• Non-discretionary AUM: $2.0M
• Clients: 2
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

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 337410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search