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| Happy Holidays!! thanks for using AUM13F!! |
| Stone Wealth Partners LLC
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| CRD # | 308429 |
| SEC # | 801-129772 |
| CIK # | |
| AUM | $118.4 M (2025-04-16) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 337-660-2334 |
| Address | 1200 Camellia Lafayette, LA 70508 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 49.4 |
| (b) Individuals (high net worth individuals) | 25 | 69.0 |
| (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 | 669 | 118.4 |
| By Discretionary | ||
| Discretionary | 669 | 118.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 669 | 118.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.4 | |
| Total | 669 | 118.4 |
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