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STONECROP WEALTH ADVISORS, LLC
CRD 306486File 801-117833
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$299.5M
Below cohort median (national)
Discretionary AUM
$299.0M
Non-discretionary $538K
Clients
1,230
1,230 accounts
Employees
7
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 2, 2020
- Principal office
- 2 WEST MARKET STREET, SUITE 200, WEST CHESTER, PA, 19382
- Phone
- 610-628-0035
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.5M
- Discretionary AUM
- $299.0M
- Non-discretionary AUM
- $538K
- Discretionary accounts
- 1,228
- Non-discretionary accounts
- 2
- Total accounts
- 1,230
- AUM per client
- $244K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $538K |
| Investment companies | 1 | $556K |
| Charitable organizations | 42 | $61.5M |
| High net worth individuals | 464 | $187.8M |
| Individuals (other than high net worth individuals) | 721 | $49.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.