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STOCK MANAGEMENT LLC

· CRD 113902 · IAPD ↗ · benheeb.com · 253-535-5530

$141.8MRegulatory AUM
2Advisory reps
2Employees
446Clients
0Planning clients
0Private funds
7States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.