Investment adviser · CRD 343939
STELVIO PRIVATE WEALTH
Investment adviser filing (IA)
STELVIO WEALTH PARTNERS LLC
GREENWICH, CT, United States · Form ADV filed Aug 31, 2026
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
71 ARCH STGREENWICH, CT, 06830, United States
CRD 343939
Filing source
Form ADV 2129802 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.