Derastone LLC
● SEC registered since 2018CRD 153748SEC# 801-113640
Reg. AUM
$84.3M
Employees
1
Accounts
26
Location
—
About Derastone
Derastone, doing business as Wealth Habits, is a fee-only fiduciary planning and investment management firm. It offers retirement and life planning across investments, taxes, estate, insurance, business, and related areas.
Summary based on the firm’s website.
Derastone LLC assets under management
Derastone LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $84.3 million in regulatory assets under management and employs 1 people.
Derastone LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel Kaplan Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Derastone LLC manage?
Derastone LLC reports $84.3 million in regulatory assets under management on its Form ADV.
How many employees does Derastone LLC have?
Derastone LLC reports 1 employees.
Does Derastone LLC disclose fund performance?
Derastone LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (914) 685-6851 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$84.3M▲ 3%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$84.3Mregulatory AUM
Discretionary $84.3M