# Stelvio Private Wealth

> Stelvio Private Wealth is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 31, 2026.

- CRD: 343939
- Filed as: STELVIO PRIVATE WEALTH
- Legal name: Stelvio Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343939
- AdvisorCensus page: https://advisorcensus.com/firm/stelvio-private-wealth-greenwich-ct-343939

## Quick answers

**How is Stelvio Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Stelvio Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Stelvio Private Wealth located?**
Stelvio Private Wealth's principal office is in Greenwich, CT, according to its Form ADV.

**Is Stelvio Private Wealth registered with the SEC or a state?**
Stelvio Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343939.

**Does Stelvio Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343939

**What changed in Stelvio Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stelvio Private Wealth (CRD 343939): Form ADV filing data as of October 2026.