RIA Intel›Advisers›New Mexico›STONO RIVER WEALTH MANAGEMENT LLC

STONO RIVER WEALTH MANAGEMENT LLC

Advisory

NM

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

Average account
$355K
across 43 accounts
AUM per adviser
$15M
1 adviser

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

Total AUM
$15M
Discretionary %
100%
Clients
20
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$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NM

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

EDDIE HAGGAR CAPITAL MGT, INC.
$14M
RANDALL FINANCIAL LLC
$14M
COALSON FINANCIAL SERVICES, LLC
LAS CRUCES, NM
$14M
EDUCATED WALLET LLC
ALBUQUERQUE, NM
$13M
MARKET GAUGE ASSET MANAGEMENT, LLC
SANTA FE, NM
$19M
SENDERO CAPITAL MANAGEMENT, INC.
LAS CRUCES, NM
$19M
-26.1% 1Y

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