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Stonewealth Advisors, LLC
Stonewealth Advisors, LLC
Fee-Only (% of Portfolio)
Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management
$3.3M
Clients
5
Advisors
2
Avg. per Client
$650K
Avg. per Advisor
$1.6M
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Location
2 Advisors at this firm
DO
CFP
Daniel Orona
TS
CFP
Talha Syed
Stonewealth Advisors, LLC | TrueAdvisor