|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stonecrest Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 311404 |
| SEC # | 801-119878 |
| CIK # | 0002008409 |
| AUM | $307.4 M (2025-01-24) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 602-258-9400 |
| Address | 118 S Kyrene Road Chandler, AZ 85226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.9 | ||
| Microsoft Corp | 6.5 | ||
| Facebook Inc | 6.4 | ||
| Amazon Com Inc | 6.3 | ||
| Lilly Eli & Co | 4.9 | ||
| Alphabet Inc | 4.2 | ||
| CrowdStrike Holdings Inc | 3.9 | ||
| Palo Alto Networks Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 92.5 |
| (b) Individuals (high net worth individuals) | 94 | 214.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 946 | 307.4 |
| By Discretionary | ||
| Discretionary | 798 | 275.6 |
| Non-Discretionary | 148 | 31.8 |
| Total | 946 | 307.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.4 | |
| Total | 946 | 307.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Darrow Company Inc
✚
|
MA | 0.3 |
|
PW Nova Financial Services LLC
✚
|
PA | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Wealth Pro Advisors Inc
✚
|
FL | 0.3 |
|
Wealth Benefit Advisors LLC
✚
|
TX | 0.3 |
|
Everest Management Corp
✚
|
CA | 0.3 |
|
Buttonwood Wealth LLC
✚
|
VA | 0.3 |
|
Kleinfelder Capital Inc
✚
|
OH | 0.3 |
|
Scala Capital LLC
✚
|
FL | 0.3 |
|
Kondo Wealth Advisors Inc
✚
|
CA | 0.3 |