Stonecreek Private Wealth, LLC
● SEC registered since 2025CRD 323473SEC# 801-132484
Reg. AUM
$193.3M
Employees
1
Accounts
202
Location
—
Stonecreek Private Wealth, LLC assets under management
Stonecreek Private Wealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $193.3 million in regulatory assets under management and employs 1 people.
Stonecreek Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Alan Frederick Control | Managing Member / Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Stonecreek Private Wealth, LLC manage?
Stonecreek Private Wealth, LLC reports $193.3 million in regulatory assets under management on its Form ADV.
How many employees does Stonecreek Private Wealth, LLC have?
Stonecreek Private Wealth, LLC reports 1 employees.
Does Stonecreek Private Wealth, LLC disclose fund performance?
Stonecreek Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 214-415-6726 |
| Office hours | 9:00-5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$193.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$193.3Mregulatory AUM
Discretionary $193.3M