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STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS LLC
LAFAYETTE, Louisiana
·
2 registered advisors
·
CRD# 308429
SEC# 801-129772
1
337-660-2334
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 Management
Wealth Management
04
Advisors at STONE WEALTH PARTNERS LLC
2 registered advisors
Richard Alexander Hebert
LAFAYETTE, Louisiana
CRD# 5882455
Walter Joseph Wiltz
LAFAYETTE, Louisiana
CRD# 6118859
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
.