RIA Intel›Advisers›STONE SUMMIT WEALTH LLC

STONE SUMMIT WEALTH LLC

Advisory

N·

Data as of Jan 14, 2026 · Source: SEC Form ADV

Total AUM
$444M
1-Year AUM Growth
0.0%
3-Year CAGR
+31.2%
Employees
3
Assets Under Management
Total AUM$444M
Discretionary AUM$444M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients231
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingJan 4, 2022
Latest FilingJan 14, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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