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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stonecreek Private Wealth LLC
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|---|---|
| CRD # | 323473 |
| SEC # | 801-132484 |
| CIK # | |
| AUM | $163.1 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 214-415-6726 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.1 |
| (b) Individuals (high net worth individuals) | 46 | 163.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 149 | 163.1 |
| By Discretionary | ||
| Discretionary | 149 | 163.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 149 | 163.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.1 | |
| Total | 149 | 163.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthguard Advisors Inc
✚
|
CA | 0.2 |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 0.2 |
|
SFG Wealth Advisors LLC
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FL | 0.2 |
|
The Kocen Financial Group Inc
✚
|
CA | 0.2 |
|
Genter Advisors LLC
✚
|
CA | 0.2 |
|
Four Tree Island Advisory LLC
✚
|
NH | 0.2 |
|
REI Wealth Management LLC
✚
|
0.2 | |
|
Stillwater Wealth Management Group LLC
✚
|
FL | 0.2 |
|
Certus Wealth Management LLC
✚
|
0.2 | |
|
Independence Wealth Advisors LLC
✚
|
OH | 0.2 |