Stony Point Wealth Management Inc.
● SEC registered since 2016CRD 210519SEC# 801-108723Richmond, VA
Ranks #3,877 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$506.1M
Fund GAV
$2.6M
Private funds
1
Employees
8
Accounts
1,184
Location
Richmond, VA
About Stony Point Wealth Management
The Richmond West End office listed for Stony Point Wealth Management offers personalized financial planning, wealth management, retirement planning, and portfolio advisory services. Advisors work with families, professionals, and businesses to connect investment decisions with their goals.
Summary based on the firm’s website.
Stony Point Wealth Management Inc. assets under management
Stony Point Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2016. It reports $506.1 million in regulatory assets under management and employs 8 people. Stony Point Wealth Management Inc. manages 1 private fund with combined gross assets of $2.6 million, including Sha Realty Partners Fund I, LLC. By regulatory assets, it ranks 3,877 of 5,974 private fund managers.
Stony Point Wealth Management Inc. private funds
1 funds · $2.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sha Realty Partners Fund I, LLC | Real Estate | $2.6M | $200K |
Stony Point Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann King Control | Principal & Chief Compliance Officer | 25-50% | 2016 |
| Matthew Clayton Daniel Control | Principal | 25-50% | 2015 |
Frequently asked questions
How much does Stony Point Wealth Management Inc. manage?
Stony Point Wealth Management Inc. reports $506.1 million in regulatory assets under management on its Form ADV.
How many private funds does Stony Point Wealth Management Inc. manage?
Stony Point Wealth Management Inc. manages 1 private funds with combined gross assets of $2.6 million.
How many employees does Stony Point Wealth Management Inc. have?
Stony Point Wealth Management Inc. reports 8 employees.
Where is Stony Point Wealth Management Inc. located?
Stony Point Wealth Management Inc. is based in Richmond, VA and has been SEC-registered since 2016.
Does Stony Point Wealth Management Inc. disclose fund performance?
Stony Point Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5609 Patterson Ave, Suite B, Richmond, VA 23226 |
| Phone | (804) 332-6574 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$506.1M▲ 19%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,369 advisers
AUM vs fund managersTop 65%
Larger than 35% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$506.1Mregulatory AUM
Discretionary $480.6MNon-discretionary $25.5M
Service providers
Custodian
Administrator