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STONE WEALTH PARTNERS LLC
CRD 308429File 801-129772
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.9M
Bottom 25% of cohort (national)
Discretionary AUM
$141.9M
Non-discretionary $937K
Clients
375
750 accounts
Employees
6
Bottom 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 27, 2024
- Principal office
- 1200 CAMELLIA, SUITE 101, LAFAYETTE, LA, 70508
- Phone
- 337-660-2334
- Website
- http://www.stone-wealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.9M
- Discretionary AUM
- $141.9M
- Non-discretionary AUM
- $937K
- Discretionary accounts
- 728
- Non-discretionary accounts
- 22
- Total accounts
- 750
- AUM per client
- $381K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $80.1M |
| Individuals (other than high net worth individuals) | 347 | $62.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- 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
- No
- 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 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.