STONE ARCH WEALTH ADVISORS, LLC

CHESHIRE, Connecticut·1 registered advisor·CRD# 284536
SEC# 801-108142(860) 835-2724
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STONE ARCH WEALTH ADVISORS, LLC

1 registered advisor
David Roger Primozich
CHESHIRE, Connecticut
05

Office Locations

CHESHIRE, Connecticut
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. STONE ARCH WEALTH ADVISORS, LLC (CRD# 284536) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.