Stonecrop Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$236,964,578
Clients
1,185
Advisors
4
of 7 employees
About
Stonecrop Wealth Advisors serves individuals, high-net-worth families, and trusts while also advising institutional and entity clients such as colleges, schools, charitable organizations, pension plans, and for‑profit businesses. The firm provides integrated financial planning and both discretionary and non‑discretionary investment management tailored to each client’s stated mission, vision, values, and goals.
The firm employs a team‑driven process to establish strategic and tactical asset allocations, generally favoring longer‑term holdings and monitoring portfolios against agreed benchmarks through periodic meetings, teleconferences, reports, and a client web portal. Stonecrop may engage sub‑advisors or third‑party money managers and uses platforms such as Pontera to manage held‑away accounts when appropriate.
Noteworthy features disclosed in the brochure include a practice emphasis on connecting institutional clients’ investment programs to their organizational missions and an ownership connection to an attorney who does not practice law, an affiliation that is uncommon among peer team firms. The firm also discloses the use of third‑party solicitors and referral arrangements, provides consulting to other financial institutions, and issues written financial plans and periodic reporting, practices that differentiate it from many peers.
Client services
Expertise
Fee options
Financial planning fees typically range from $2,400 to $15,000; Portfolio management fixed fees range from $4,000 to $20,000
$100 to $500 per hour
Main office
2 West Market Street, Suite 200
West Chester PA 19382
Advisors at this office
4
Most active in
Delaware · Florida · New Jersey · North Carolina · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Jake D
Series 65
West Chester, PA
Stonecrop Wealth Advisors, LLC
Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stonecrop, he worked at SEI Investments Company and held positions with the Federal Deposit Insurance Corporation and Energage LLC. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to each client's goals, using a team-driven approach that often incorporates sub-advisors and third-party managers.
Dalton G
Series 65
West Chester, PA
Stonecrop Wealth Advisors, LLC
Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Stonecrop since 2022. His work history includes involvement with Paul Tripp Ministries and Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and various institutional clients by providing integrated financial planning and investment management tailored to each client's mission and goals. The firm uses a team-driven process with a focus on longer-term holdings and offers services that include third-party management and consulting.
Logan M
CFA®, Series 65
West Chester, PA
Stonecrop Wealth Advisors, LLC
Logan Macgray is a CFA® charterholder and Series 65 licensee with eight years of industry experience. He has worked at Stonecrop Wealth Advisors, LLC since 2020 and was previously with Compass Ion Advisors, LLC from 2016 to 2020. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients, providing integrated financial planning alongside discretionary and non-discretionary investment management. The firm employs a team-driven approach focused on strategic and tactical asset allocations, often favoring longer-term holdings and monitoring portfolios through regular communications and reporting.
Douglas M
CFP®, Series 63
West Chester, PA
Stonecrop Wealth Advisors, LLC
Douglas Macgray is a CFP® with 25 years of industry experience, currently serving at Stonecrop Wealth Advisors, LLC since 2020. His prior roles include positions at Compass Ion Advisors, LLC, APW Capital, Inc., EGE Advisors, Ltd., and Andesa Financial Management, Inc. He holds a Juris Doctorate and is a licensed attorney; he is also a board member of Missio Seminary and serves on the board of trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm provides integrated financial planning and investment management tailored to each client’s mission and goals, utilizing a team-driven approach and various platforms to manage assets effectively.
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