Investment adviser · CRD 284536

STONE ARCH WEALTH ADVISORS, LLC

Investment adviser filing (IA)

CHESHIRE, CT, United States · Form ADV filed Jan 18, 2017

Regulatory AUM
$48.2M
Form ADV · Item 5.F
Client accounts
169
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jan 18, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1781 HIGHLAND AVENUE, SUITE 208
CHESHIRE, CT, 06410, United States

CRD 284536

Filing source

Form ADV 1064515 · Jan 18, 2017 · 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.