Stone Summit Wealth LLC
● SEC registered since 2022CRD 315438SEC# 801-123157
Reg. AUM
$443.6M
Employees
3
Accounts
231
Location
—
Stone Summit Wealth LLC assets under management
Stone Summit Wealth LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $443.6 million in regulatory assets under management and employs 3 people.
Stone Summit Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jason Whitby Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
| Jeremiah Otto Spitzberg Control | Founding Partner | 50-75% | 2021 |
Frequently asked questions
How much does Stone Summit Wealth LLC manage?
Stone Summit Wealth LLC reports $443.6 million in regulatory assets under management on its Form ADV.
How many employees does Stone Summit Wealth LLC have?
Stone Summit Wealth LLC reports 3 employees.
Does Stone Summit Wealth LLC disclose fund performance?
Stone Summit Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 305-491-9396 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.6M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$443.6Mregulatory AUM
Discretionary $443.6M