STONECROP WEALTH ADVISORS, LLC

2 West Market Street
Suite 200
West Chester, Pennsylvania 19382
Tel: 610-628-0035

About STONECROP WEALTH ADVISORS, LLC

STONECROP WEALTH ADVISORS, LLC, formally registered with the SEC as STONECROP WEALTH ADVISORS, LLC. The firm was established in 01/02/2020. They have over 1 offices throughout the country.

STONECROP WEALTH ADVISORS, LLC is a West Chester, Pennsylvania based Financial Planning firm with nearly $235,907,635 assets under management, offering retirement planning & investment advisory services to 772 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306486
SEC#	801-117833
Assets Managed by Firm	$235,907,635
No. of Clients	772
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	772	$235,907,635
Individuals (other than high net worth individuals)	466	$44,842,058
High net worth individuals	262	$128,073,746
Charitable organizations	41	$60,670,386
Corporations or other businesses	2	$1,971,445

More Retirement Planning firms in West Chester, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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