Stone Wealth Partners LLC
● SEC registered since 2024CRD 308429SEC# 801-129772Lafayette, LA
Reg. AUM
$142.9M
Employees
6
Accounts
750
Location
Lafayette, LA
Stone Wealth Partners LLC assets under management
Stone Wealth Partners LLC is an investment advisory firm registered with the SEC based in Lafayette, LA. The firm has been registered since 2024. It reports $142.9 million in regulatory assets under management and employs 6 people.
Stone Wealth Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Alexander Hebert Control | Manager / Member | 50-75% | 2019 |
| Walter Joseph Wiltz Control | Manager / Member / Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does Stone Wealth Partners LLC manage?
Stone Wealth Partners LLC reports $142.9 million in regulatory assets under management on its Form ADV.
How many employees does Stone Wealth Partners LLC have?
Stone Wealth Partners LLC reports 6 employees.
Where is Stone Wealth Partners LLC located?
Stone Wealth Partners LLC is based in Lafayette, LA and has been SEC-registered since 2024.
Does Stone Wealth Partners LLC disclose fund performance?
Stone Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Camellia, Suite 101, Lafayette, LA 70508 |
| Phone | 337-660-2334 |
| Fax | 337-347-6857 |
| Office hours | 8:00a.m.-5:00p.m. Ct |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.9M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$142.9Mregulatory AUM
Discretionary $141.9MNon-discretionary $937K