RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Louisiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HEBERT, RICHARD, ALEXANDERIMANAGER / MEMBERD Control
HEBERT, RICHARD, ALEXANDERIMANAGER / MEMBERD Control
HEBERT, RICHARD, ALEXANDERIMANAGER / MEMBERD Control
HEBERT, RICHARD, ALEXANDERIMANAGER / MEMBERD Control
HEBERT, RICHARD, ALEXANDERIMANAGER / MEMBERD Control
WILTZ, WALTER, JOSEPHIMANAGER / MEMBER / CHIEF COMPLIANCE OFFICERD Control
WILTZ, WALTER, JOSEPHIMANAGER / MEMBER / CHIEF COMPLIANCE OFFICERD Control
WILTZ, WALTER, JOSEPHIMANAGER / MEMBER / CHIEF COMPLIANCE OFFICERD Control
WILTZ, WALTER, JOSEPHIMANAGER / MEMBER / CHIEF COMPLIANCE OFFICERD Control
WILTZ, WALTER, JOSEPHIMANAGER / MEMBER / CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Nov 25, 2025 REGISTERED

Notice Filings (3)

FL LA TX

Address

1200 CAMELLIA
SUITE 101
LAFAYETTE, LA 70508
United States
Phone: 337-660-2334