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| Keyboard |
| Stonecreek Private Wealth LLC
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|---|---|
| CRD # | 323473 |
| SEC # | 801-132484 |
| CIK # | |
| AUM | 193.3 M (2026-02-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 7 | 0.5 |
| (b) Individuals (high net worth individuals) | 62 | 192.8 |
| (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 | 202 | 193.3 |
| By Discretionary | ||
| Discretionary | 202 | 193.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 202 | 193.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.3 | |
| Total | 202 | 193.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
D M Brenner Inc
✚
|
CA | 193.6 M |
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 193.5 M |
|
Pine Haven Investment Counsel Inc
✚
|
193.4 M | |
|
Retirement Plan Fiduciaries LLC
✚
|
193.3 M | |
|
Kastel Capital Advisors LLC
✚
|
MA | 193.3 M |
|
January Capital Advisors LLC
✚
|
CA | 193.2 M |
|
Hinchley Advisory Group LLC
✚
|
CO | 193.1 M |
|
Willner & Heller LLC
✚
|
CA | 193.1 M |
|
Cape Ann Capital Inc
✚
|
MA | 193.0 M |
|
Wickham Financial Group Inc
✚
|
GA | 193.0 M |