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STONECROP WEALTH ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#306486
SEC#801-117833
Assets Managed by Firm$235,907,635
No. of Clients772
No. of Advisors5

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 ClientsAUM
Firm Total772$235,907,635
Individuals (other than high net worth individuals)466$44,842,058
High net worth individuals262$128,073,746
Charitable organizations41$60,670,386
Corporations or other businesses2$1,971,445

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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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$194,796,322,01393301411

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