RIA Intel›Advisers›Florida›STONEWEALTH ADVISORS, LLC

STONEWEALTH ADVISORS, LLC

Advisory

CORAL GABLES, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL
#2,325
of 2,610 advisers by AUM
Average account
$460K
across 11 accounts
AUM per adviser
$3M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$5M
Discretionary %
89.4%
Clients
8
Employees
2

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$5M
Discretionary AUM$5M
Non-Discretionary AUM$538K
Discretionary %89.4%
Total Clients8
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

NEW PERSPECTIVE WEALTH MANAGEMENT
$5M
BENEFIT CONCEPTS INC.
BOYNTON BEACH, FL
$5M
WELLSPRING WEALTH MANAGEMENT, LLC
SARASOTA, FL
$5M
HERON EQUITY MANAGEMENT, LLC
INDIALANTIC, FL
$5M
BRICKELL INVESTMENTS & CO., LLC
$5M
BROADREACH CAPITAL, LLC
$5M

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