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TYLER-STONE WEALTH MANAGEMENT, LLC

BEACHWOOD, OH · CRD 173667 · IAPD ↗ · 216-295-0945

$598.9MRegulatory AUM
19Advisory reps
25Employees
6Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — TYLER-STONE WEALTH MANAGEMENT, LLC (BEACHWOOD, OH) left the SEC roster (was $598.9M RAUM, 19 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2025 — TYLER-STONE WEALTH MANAGEMENT, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — TYLER-STONE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($460.3M -> $598.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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