RIA Intel›Advisers›Connecticut›STONE LAKE WEALTH MANAGEMENT, LLC

STONE LAKE WEALTH MANAGEMENT, LLC

Advisory

CT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CT
#949
of 1,312 advisers by AUM
Average account
$583K
across 109 accounts
AUM per adviser
$64M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$64M
Discretionary %
100%
Clients
30
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

WESTCOTT INVESTMENT ADVISORS LLC
DANIELSON, CT
$64M
MIDDLECOVE CAPITAL, LLC
CENTERBROOK, CT
$63M
-51.3% 1Y
SENTINEL ASSET MANAGEMENT, LLC
WALLINGFORD, CT
$63M
GINTEL ASSET MANAGEMENT INC
GREENWICH, CT
$63M
-56.4% 1Y
NORTHSTAR PORTFOLIO INVESTMENTS, LLC
STAMFORD, CT
$64M
COPERNICUS INTERNATIONAL LLC
HARTFORD, CT
$63M
+6.2% 1Y

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