# STONE LOFT WEALTH MANAGEMENT LLC

STONE LOFT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 337410
- Type: SEC-registered investment adviser
- SEC file number: 801-133853
- 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)

| Name | Role | Location |
| --- | --- | --- |
| John Robert Neal | MANAGING MEMBER / FOUNDER & CEO / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337410/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337410/similar
- Related entities: https://search.stillhousedata.com/firm/337410/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337410

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.