RIA IntelAdvisersUtahSTONECREEK WEALTH ADVISORS, INC.

STONECREEK WEALTH ADVISORS, INC.

Advisory

SOUTH JORDAN, UT

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in UT
#195
of 249 advisers by AUM
Average account
$288K
across 277 accounts
AUM per adviser
$80M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$80M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$80M
Discretionary AUM$0
Non-Discretionary AUM$80M
Discretionary %0%
Total Clients273
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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