Stone Loft Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$138,550,000
Clients
28
100% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$4,948,214
About
Stone Loft Wealth Management provides discretionary wealth management and financial planning services to high net worth individuals, trusts, estates and businesses. The firm reports managing about $138.5 million for a compact roster of 28 clients and does not maintain relationships with lower‑net‑worth individual households.
Portfolios are constructed primarily with low‑cost mutual funds and ETFs and may be supplemented with individual stocks and bonds; investment decisions are informed by a combination of fundamental and technical analysis. Stone Loft emphasizes customized asset allocation, ongoing monitoring with at least annual formal reviews, and discretionary implementation aligned with each client’s goals and risk tolerance.
The firm is a single‑advisor boutique founded in 2025 whose lead adviser is a CERTIFIED FINANCIAL PLANNER™ professional who also serves as the firm’s chief compliance officer and has prior experience at large wealth platforms. Stone Loft maintains an institutional relationship with Charles Schwab for custody, trading and back‑office support and receives related platform services, while clients retain responsibility for proxy voting.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $5,000,000: 0.30% $5,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%
Main office location
Stone Loft Wealth Management LLC
West Chester PA, United States
Number of offices
1
Most active in
Stone Loft Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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