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STONECREST WEALTH MANAGEMENT, INC
CRD 311404File 801-119878
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$375.8M
Below cohort median (national)
Discretionary AUM
$338.6M
Non-discretionary $37.2M
Clients
385
1,083 accounts
Employees
4
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 1, 2020
- Principal office
- 118 S KYRENE ROAD, SUITE 4, CHANDLER, AZ, 85226
- Phone
- (602) 258-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $375.8M
- Discretionary AUM
- $338.6M
- Non-discretionary AUM
- $37.2M
- Discretionary accounts
- 925
- Non-discretionary accounts
- 158
- Total accounts
- 1,083
- AUM per client
- $976K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| High net worth individuals | 111 | $283.6M |
| Individuals (other than high net worth individuals) | 274 | $89.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.