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| Keyboard |
| Stonecrop Wealth Advisors LLC
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|---|---|
| CRD # | 306486 |
| SEC # | 801-117833 |
| CIK # | |
| AUM | 299.5 M (2026-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 610-628-0035 |
| Address | 2 West Market Street West Chester, PA 19382 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 628 | 92.2 |
| (b) Individuals (high net worth individuals) | 56 | 100.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.5 |
| (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 | 211 | 58.7 |
| (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 | 706 | 251.9 |
| By Discretionary | ||
| Discretionary | 704 | 251.2 |
| Non-Discretionary | 2 | 0.7 |
| Total | 706 | 251.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.9 | |
| Total | 706 | 251.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mack Investment Securities Inc
✚
|
IL | 302.6 M |
|
Summit Group Retirement Planners Inc
✚
|
PA | 302.3 M |
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |
|
Maner Wealth LLC
✚
|
MI | 299.5 M |
|
Peterson Financial Group Inc
✚
|
IA | 299.2 M |
|
Core Capital Management and Research Inc
✚
|
TX | 298.8 M |
|
Calder Investment Advisors
✚
|
MI | 297.0 M |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 297.0 M |
|
Birchbrook
✚
|
ME | 296.5 M |