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STONE WEALTH PARTNERS LLC

LAFAYETTE, LA · CRD 308429 · IAPD ↗ · stone-wealth.com · 337-660-2334

$142.9MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
October 2026 — STONE WEALTH PARTNERS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
December 2025 — STONE WEALTH PARTNERS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — STONE WEALTH PARTNERS LLC (LAFAYETTE, LA) is newly SEC-registered with $102.1M RAUM and 5 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.