Stone Loft Wealth Management LLC
● SEC registered since 2025CRD 337410SEC# 801-133853
Reg. AUM
$138.6M
Employees
2
Accounts
75
Location
—
Stone Loft Wealth Management LLC assets under management
Stone Loft Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $138.6 million in regulatory assets under management and employs 2 people.
Stone Loft Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Neal Control | Managing Member / Founder & Ceo / Cco | Over 75% | 2025 |
Frequently asked questions
How much does Stone Loft Wealth Management LLC manage?
Stone Loft Wealth Management LLC reports $138.6 million in regulatory assets under management on its Form ADV.
How many employees does Stone Loft Wealth Management LLC have?
Stone Loft Wealth Management LLC reports 2 employees.
Does Stone Loft Wealth Management LLC disclose fund performance?
Stone Loft Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (610) 812-9867 |
| Fax | (484) 205-3353 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.6M▲ 35%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$138.6Mregulatory AUM
Discretionary $136.6MNon-discretionary $2M