Stonecreek Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$193,314,378
Clients
69
90% high-net-worth
Advisors
1
of 1 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
69
Very HighAverage account size
$2,801,658
About
StoneCreek Private Wealth, LLC provides discretionary investment management and financial planning to individuals, trusts, charitable organizations and businesses, developing written investment policy statements and conducting ongoing portfolio monitoring and reviews. The firm also offers consulting on areas such as tax, retirement, estate and cash flow planning as part of its advisory services.
The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified, buy‑and‑hold allocations implemented primarily with passive, evidence‑based mutual funds and ETFs, with notable use of Dimensional Fund Advisors products. StoneCreek makes use of model portfolios and sub‑advisory services from Focus Partners Advisor Solutions, may engage third‑party managers for fixed‑income accounts, and will retain individual securities in specific circumstances for tax or personal reasons.
Distinctive features include operating as a solo adviser while managing roughly $193 million in discretionary assets and overseeing additional held‑away assets on an assets‑under‑advisement basis, along with a typical $1 million account minimum that indicates a focus on more substantial accounts. The firm outsources trade processing, reporting and back‑office functions to Focus Partners and receives software and educational support from DFA, and it does not accept proxy‑voting authority, leaving voting responsibilities with clients.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $1,000,000
Main office location
Stonecreek Private Wealth, LLC
Prosper TX, United States
Number of offices
1
Most active in
Stonecreek Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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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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