STONE WEALTH PARTNERS LLC

LAFAYETTE, Louisiana·2 registered advisors·CRD# 308429
SEC# 801-1297721337-660-2334
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at STONE WEALTH PARTNERS LLC

2 registered advisors
Richard Alexander Hebert
LAFAYETTE, Louisiana
Walter Joseph Wiltz
LAFAYETTE, Louisiana
05

Office Locations

LAFAYETTE, Louisiana
2 advisors

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Data sourced from SEC Form ADV filings. STONE WEALTH PARTNERS LLC (CRD# 308429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.