Unclaimed Profile

Walter Joseph Wiltz

STONE WEALTH PARTNERS LLC·LAFAYETTE, Louisiana

Clean recordSTONE WEALTH PARTNERS LLC

1200 CAMELLIA, LAFAYETTE, LA 70508CRD# 6118859Firm CRD# 308429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walter Joseph Wiltz · LAFAYETTE, LA

Registration

CRD #6118859 · STONE WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Walter Joseph Wiltz is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with STONE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STONE WEALTH PARTNERS LLC

AUM

$102M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONE WEALTH PARTNERS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6118859

Firm CRD# 308429

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walter Joseph Wiltz offer?

Walter Joseph Wiltz specializes in Investment Management, Wealth Management. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are Walter Joseph Wiltz's credentials?

Walter Joseph Wiltz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Joseph Wiltz located?

Walter Joseph Wiltz is based in LAFAYETTE, Louisiana, working with STONE WEALTH PARTNERS LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Walter Joseph Wiltz charge for services?

Walter Joseph Wiltz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONE WEALTH PARTNERS LLC?

STONE WEALTH PARTNERS LLC has approximately 5 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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