← Tributary

STONE SUMMIT WEALTH LLC

· CRD 315438 · IAPD ↗ · stonesummitwealth.com · 305-491-9396

$443.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — STONE POINT WEALTH LLC is now doing business as STONE SUMMIT WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
28
December 2024 — STONE POINT WEALTH LLC changed its website from stonepointwealth.com to stonesummitwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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