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STONECREST WEALTH MANAGEMENT, INC

CHANDLER, AZ · CRD 311404 · IAPD ↗ · (602) 258-9400

$375.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — STONECREST WEALTH MANAGEMENT, INC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — STONECREST WEALTH MANAGEMENT, INC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2026 — STONECREST WEALTH MANAGEMENT, INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2025 — STONECREST WEALTH MANAGEMENT, INC reported RAUM up 26% ($243.2M -> $307.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — STONECREST WEALTH MANAGEMENT, INC reported RAUM up 25% ($193.8M -> $243.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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