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STONE LOFT WEALTH MANAGEMENT LLC

· CRD 337410 · IAPD ↗ · stoneloftwm.com · (610) 812-9867

$138.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — STONE LOFT WEALTH MANAGEMENT LLC reported RAUM up 35% ($102.6M -> $138.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — STONE LOFT WEALTH MANAGEMENT LLC now reports custody of client assets ($69.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2025 — STONE LOFT WEALTH MANAGEMENT LLC (location n/a) is newly SEC-registered with $0 RAUM and 1 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.