Investment adviser · CRD 311404
STONECREST WEALTH MANAGEMENT, INC
Investment adviser filing (IA)
CHANDLER, AZ, United States · Form ADV filed Feb 6, 2026
- Regulatory AUM
- $376M Form ADV · Item 5.F
- Client accounts
- 1,083 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $283,599,434 | 75.5% |
| Individuals | 274 | $89,225,794 | 23.7% |
| Corporations & businesses | Fewer than 5 | $2,996,723 | 0.8% |
Filing source
Form ADV 2041444 · Feb 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Feb 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
118 S KYRENE ROAD, SUITE 4CHANDLER, AZ, 85226, United States
CRD 311404
Filing source
Form ADV 2041444 · Feb 6, 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.