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| Stone Summit Wealth LLC
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| CRD # | 315438 |
| SEC # | 801-123157 |
| CIK # | 0001908192 |
| AUM | 443.6 M (2026-01-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 305-491-9396 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908192 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.8 | ||
| Alphabet Inc | 10.7 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.7 | ||
| Apple Inc | 4.6 | ||
| Cummins Inc | 4.6 | ||
| Gilead Sciences Inc | 4.4 | ||
| Caterpillar Inc | 4.4 | ||
| Amphenol Corp /DE/ | 4.3 | ||
| Linde PLC | 4.1 | ||
| American Express Co | 4.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 66.5 |
| (b) Individuals (high net worth individuals) | 150 | 377.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 443.6 |
| By Discretionary | ||
| Discretionary | 231 | 443.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 443.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.6 | |
| Total | 231 | 443.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908192] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hardin Capital Partners LLC
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SC | 447.8 M |
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Beaton Management Co Inc
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MA | 445.7 M |
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Mindset Wealth Management LLC
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IN | 445.5 M |
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Ssb&T Wealth Management LLC
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TX | 445.1 M |
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Lefavi Wealth Management Inc
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UT | 445.0 M |
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Financial Freedom LLC
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OH | 443.2 M |
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Members Advisory Group LLC
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NY | 443.2 M |
|
Spiegelman Wealth Management Inc
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CA | 443.0 M |
|
Templeton Financial Services Inc
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AZ | 441.8 M |
|
Bates Financial Advisors Inc
✚
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IL | 439.2 M |