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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Wiscombe, Brian | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wiscombe, Brian | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT AND MANAGING PRINCIPAL | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT AND MANAGING PRINCIPAL | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MAHAN, KEITH, CASEY | I | PRESIDENT, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 24, 2025 REGISTERED
Notice Filings (9)
AZ CA FL GA LA NE NH TX WA
Address
118 S KYRENE ROADSUITE 4
CHANDLER, AZ 85226
United States
Phone: (602) 258-9400