STONECREST WEALTH MANAGEMENT, INC

118 S Kyrene Road
Suite 4
Chandler, Arizona 85226
Tel: (602) 258-9400

About STONECREST WEALTH MANAGEMENT, INC

STONECREST WEALTH MANAGEMENT, INC, formally registered with the SEC as STONECREST WEALTH MANAGEMENT, INC. The firm was established in 12/01/2020. They have over 1 offices throughout the country.

STONECREST WEALTH MANAGEMENT, INC is a Chandler, Arizona based Financial Planning firm with nearly $307,364,055 assets under management, offering retirement planning & investment advisory services to 946 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311404
SEC#	801-119878
Assets Managed by Firm	$307,364,055
No. of Clients	946
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	946	$307,364,055
Individuals (other than high net worth individuals)	254	$92,540,993
High net worth individuals	94	$214,823,062

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