STONEHOLT WEALTH

STONEHOLT WEALTH is an SEC-registered investment adviser (CRD 340321).

Registration

• CRD: 340321
• Type: Registered investment adviser
• Phone: 503-816-3533
• Latest filing: 2026-02-20
• Clients: 1

Business model

Compensation: 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 340321 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search