STONY POINT WEALTH MANAGEMENT INC.
Legal name: SENECA HOUSE ADVISORS
CRD #210519 SEC #801-108723 RICHMOND, VA (804) 332-6574
SEC Registered Private Funds
Total AUM
$424.7M
Discretionary
$411M
Employees
7
Clients
51
Accounts
1,098
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $424.7M | $411M | $13.7M | 7 | 2 |
| Mar 2025 | $424.7M | $411M | $13.7M | 7 | 2 |
| Jul 2024 | $380.4M | $379.4M | $1.1M | 7 | 2 |
| Mar 2024 | $380.4M | $379.4M | $1.1M | 7 | 2 |
| Oct 2023 | $336.9M | $336.9M | $0 | 8 | 2 |
| Jul 2023 | $336.9M | $336.9M | $0 | 8 | 2 |
| Feb 2023 | $336.9M | $336.9M | $0 | 8 | 2 |
| Jul 2022 | $380.5M | $380.5M | $0 | 8 | 1 |
| Jun 2022 | $380.5M | $380.5M | $0 | 8 | 1 |
| Jun 2022 | $380.5M | $380.5M | $0 | 8 | 1 |
| Mar 2022 | $380.5M | $380.5M | $0 | 8 | 1 |
| Sep 2021 | $287.5M | $287.1M | $455.8K | 6 | 6 |
| Jul 2021 | $287.5M | $287.1M | $455.8K | 6 | 6 |
| Jul 2021 | $287.5M | $287.1M | $455.8K | 6 | 6 |
| Jun 2021 | $287.5M | $287.1M | $455.8K | 6 | 6 |
| Mar 2021 | $287.5M | $287.1M | $455.8K | 6 | 6 |
| Mar 2021 | $287.5M | $287.1M | $455.8K | 6 | 6 |
| Dec 2020 | $255.2M | $246.6M | $8.6M | 6 | 2 |
| Jul 2020 | $255.2M | $246.6M | $8.6M | 6 | 2 |
| Jun 2020 | $255.2M | $246.6M | $8.6M | 6 | 2 |
| Jun 2020 | $255.2M | $246.6M | $8.6M | 6 | 2 |
| Jun 2020 | $255.2M | $246.6M | $8.6M | 6 | 2 |
| Mar 2020 | $255.2M | $246.6M | $8.6M | 6 | 2 |
| Nov 2019 | $238M | $227M | $11M | 6 | 0 |
| Mar 2019 | $238M | $227M | $11M | 6 | 0 |
| Mar 2018 | $236.7M | $229.2M | $7.5M | 7 | 0 |
| Apr 2017 | $148.6M | $143.4M | $5.1M | 4 | 300 |
| Mar 2017 | $148.6M | $143.4M | $5.1M | 4 | 300 |
| Jan 2017 | $128.5M | $127M | $1.5M | 4 | 200 |
| Nov 2016 | $128.5M | $127M | $1.5M | 4 | 200 |
DateAug 2025
Total AUM$424.7M
Discretionary$411M
Non-Disc.$13.7M
Employees7
Clients2
DateMar 2025
Total AUM$424.7M
Discretionary$411M
Non-Disc.$13.7M
Employees7
Clients2
DateJul 2024
Total AUM$380.4M
Discretionary$379.4M
Non-Disc.$1.1M
Employees7
Clients2
DateMar 2024
Total AUM$380.4M
Discretionary$379.4M
Non-Disc.$1.1M
Employees7
Clients2
DateOct 2023
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees8
Clients2
DateJul 2023
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees8
Clients2
DateFeb 2023
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees8
Clients2
DateJul 2022
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees8
Clients1
DateJun 2022
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees8
Clients1
DateJun 2022
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees8
Clients1
DateSep 2021
Total AUM$287.5M
Discretionary$287.1M
Non-Disc.$455.8K
Employees6
Clients6
DateJul 2021
Total AUM$287.5M
Discretionary$287.1M
Non-Disc.$455.8K
Employees6
Clients6
DateJul 2021
Total AUM$287.5M
Discretionary$287.1M
Non-Disc.$455.8K
Employees6
Clients6
DateJun 2021
Total AUM$287.5M
Discretionary$287.1M
Non-Disc.$455.8K
Employees6
Clients6
DateMar 2021
Total AUM$287.5M
Discretionary$287.1M
Non-Disc.$455.8K
Employees6
Clients6
DateMar 2021
Total AUM$287.5M
Discretionary$287.1M
Non-Disc.$455.8K
Employees6
Clients6
DateDec 2020
Total AUM$255.2M
Discretionary$246.6M
Non-Disc.$8.6M
Employees6
Clients2
DateJul 2020
Total AUM$255.2M
Discretionary$246.6M
Non-Disc.$8.6M
Employees6
Clients2
DateJun 2020
Total AUM$255.2M
Discretionary$246.6M
Non-Disc.$8.6M
Employees6
Clients2
DateJun 2020
Total AUM$255.2M
Discretionary$246.6M
Non-Disc.$8.6M
Employees6
Clients2
DateJun 2020
Total AUM$255.2M
Discretionary$246.6M
Non-Disc.$8.6M
Employees6
Clients2
DateMar 2020
Total AUM$255.2M
Discretionary$246.6M
Non-Disc.$8.6M
Employees6
Clients2
DateNov 2019
Total AUM$238M
Discretionary$227M
Non-Disc.$11M
Employees6
Clients0
DateMar 2019
Total AUM$238M
Discretionary$227M
Non-Disc.$11M
Employees6
Clients0
DateMar 2018
Total AUM$236.7M
Discretionary$229.2M
Non-Disc.$7.5M
Employees7
Clients0
DateApr 2017
Total AUM$148.6M
Discretionary$143.4M
Non-Disc.$5.1M
Employees4
Clients300
DateMar 2017
Total AUM$148.6M
Discretionary$143.4M
Non-Disc.$5.1M
Employees4
Clients300
DateJan 2017
Total AUM$128.5M
Discretionary$127M
Non-Disc.$1.5M
Employees4
Clients200
DateNov 2016
Total AUM$128.5M
Discretionary$127M
Non-Disc.$1.5M
Employees4
Clients200