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| Stonecrest Wealth Management Inc
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| |
|---|---|
| CRD # | 311404 |
| SEC # | 801-119878 |
| CIK # | 0002008409 |
| AUM | $243.2 MM (2024-01-30) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 602-258-9400 |
| Address | 118 S Kyrene Road Chandler, AZ 85226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 10.5 | |
| AMZN | 1,092,997.8 | 5.8 | |
| MSFT | 1,918,222.4 | 5.8 | |
| LLY | 301,789.7 | 4.5 | |
| META | 434,852.0 | 4.2 | |
| GOOGL | 1,475,138.5 | 3.9 | |
| CRWD | 40,424.6 | 2.5 | |
| PANW | 49,011.6 | 2.5 | |
| AAPL | 2,382,844.0 | 2.0 | |
| GOOG | 1,482,566.4 | 1.2 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 60.0 |
| (b) Individuals (high net worth individuals) | 91 | 183.2 |
| (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 | 848 | 243.2 |
| By Discretionary | ||
| Discretionary | 703 | 207.7 |
| Non-Discretionary | 145 | 35.5 |
| Total | 848 | 243.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.2 | |
| Total | 848 | 243.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002008409] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.2 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.2 |
|
Dynamic Market Advantage LLC
✚
|
KY | 0.2 |
|
MFO Investments LLC
✚
|
MI | 0.2 |
|
S R Schill & Associates Inc
✚
|
WA | 0.2 |
|
Fortress Wealth Management Inc
✚
|
CA | 0.2 |
|
Prosperity Wealth Management Inc
✚
|
CA | 0.2 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.2 |
|
Michels Family Financial LLC
✚
|
TX | 0.2 |
|
AXIS Wealth Partners LLC
✚
|
RI | 0.2 |