STONECREST WEALTH MANAGEMENT, INC
CRD #311404 SEC #801-119878 CHANDLER, AZ (602) 258-9400
SEC Registered
Total AUM
$307.4M
Discretionary
$275.6M
Employees
4
Clients
26
Accounts
946
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $307.4M | $275.6M | $31.8M | 4 | 0 |
| Jan 2024 | $243.2M | $207.7M | $35.5M | 4 | 0 |
| Jan 2024 | $243.2M | $207.7M | $35.5M | 4 | 0 |
| Jan 2024 | $243.2M | $207.7M | $35.5M | 4 | 0 |
| Apr 2023 | $193.8M | $172.9M | $20.9M | 4 | 0 |
| Jan 2023 | $193.8M | $172.9M | $20.9M | 4 | 0 |
| Dec 2022 | $260.5M | $217.7M | $42.8M | 4 | 0 |
| Dec 2022 | $260.5M | $217.7M | $42.8M | 4 | 0 |
| May 2022 | $260.5M | $217.7M | $42.8M | 4 | 0 |
| Mar 2022 | $260.5M | $217.7M | $42.8M | 4 | 0 |
| Mar 2022 | $260.5M | $217.7M | $42.8M | 4 | 0 |
| Mar 2021 | $202.9M | $173.7M | $29.1M | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$307.4M
Discretionary$275.6M
Non-Disc.$31.8M
Employees4
Clients0
DateJan 2024
Total AUM$243.2M
Discretionary$207.7M
Non-Disc.$35.5M
Employees4
Clients0
DateJan 2024
Total AUM$243.2M
Discretionary$207.7M
Non-Disc.$35.5M
Employees4
Clients0
DateJan 2024
Total AUM$243.2M
Discretionary$207.7M
Non-Disc.$35.5M
Employees4
Clients0
DateApr 2023
Total AUM$193.8M
Discretionary$172.9M
Non-Disc.$20.9M
Employees4
Clients0
DateJan 2023
Total AUM$193.8M
Discretionary$172.9M
Non-Disc.$20.9M
Employees4
Clients0
DateDec 2022
Total AUM$260.5M
Discretionary$217.7M
Non-Disc.$42.8M
Employees4
Clients0
DateDec 2022
Total AUM$260.5M
Discretionary$217.7M
Non-Disc.$42.8M
Employees4
Clients0
DateMay 2022
Total AUM$260.5M
Discretionary$217.7M
Non-Disc.$42.8M
Employees4
Clients0
DateMar 2022
Total AUM$260.5M
Discretionary$217.7M
Non-Disc.$42.8M
Employees4
Clients0
DateMar 2022
Total AUM$260.5M
Discretionary$217.7M
Non-Disc.$42.8M
Employees4
Clients0
DateMar 2021
Total AUM$202.9M
Discretionary$173.7M
Non-Disc.$29.1M
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0