RIA Intel›Advisers›Connecticut›STONE WALL MONEY MANAGEMENT LLC

STONE WALL MONEY MANAGEMENT LLC

Advisory

SHELTON, CT

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in CT
#1,210
of 1,312 advisers by AUM
Average account
$113K
across 78 accounts
AUM per adviser
$2M
4 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
67
Employees
6

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$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees6
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

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

GREENE & COMPANY FINANCIAL SERVICES LLC
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SOUND FINANCIAL MANAGEMENT, LLC
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SCOY ASSET MANAGEMENT, LP
RIDGEFIELD, CT
$9M
-80.4% 1Y
A.G. BISSET ASSOCIATES, LLC
NORWALK, CT
$9M
-98.5% 1Y
WARZECHA, ROBERT H
$9M

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