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STONE PINE FINANCIAL PARTNERS

MEDIA, PA · CRD 175287 · IAPD ↗ · stonepinefinancial.com · 610-565-9181

$256.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — STONE PINE FINANCIAL PARTNERS reported RAUM up 29% ($199.0M -> $256.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — STONE PINE FINANCIAL PARTNERS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2025 — STONE PINE FINANCIAL PARTNERS reported RAUM up 35% ($146.9M -> $199.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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