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STONECREST WEALTH MANAGEMENT, INC
CRD 311404File 801-119878
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 348 | 385 | increased by37 |
| Mar 1, 2026 | AUM | $307,364,055 | $375,821,951 | increased by$68,457,896 |
| Mar 1, 2026 | Accounts | 946 | 1,083 | increased by137 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 412 | 348 | decreased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $260,519,442 | $307,364,055 | increased by$46,844,613 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,009 | 946 | decreased by63 |
| Apr 1, 2022 | Clients | 251 | 412 | increased by161 |
| Apr 1, 2022 | AUM | $202,885,613 | $260,519,442 | increased by$57,633,829 |
| Apr 1, 2022 | Accounts | 669 | 1,009 | increased by340 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONECREST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONECREST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.