STONE WEALTH PARTNERS LLC
CRD #308429 SEC #801-129772 LAFAYETTE, LA 337-660-2334
SEC Registered
Total AUM
$118.4M
Discretionary
$118.4M
Employees
5
Clients
0
Accounts
669
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $118.4M | $118.4M | $0 | 5 | 0 |
| Apr 2025 | $118.4M | $118.4M | $0 | 5 | 0 |
| Mar 2025 | $118.4M | $118.4M | $0 | 5 | 0 |
| Oct 2024 | $102.1M | $101.1M | $1M | 5 | 0 |
| Feb 2024 | $102.1M | $101.1M | $1M | 5 | 0 |
DateNov 2025
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$102.1M
Discretionary$101.1M
Non-Disc.$1M
Employees5
Clients0
DateFeb 2024
Total AUM$102.1M
Discretionary$101.1M
Non-Disc.$1M
Employees5
Clients0