{
  "crd_number": 337410,
  "slug": "stone-loft-wealth-management-llc-337410",
  "primary_business_name": "STONE LOFT WEALTH MANAGEMENT LLC",
  "legal_name": "STONE LOFT WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 138550000.0,
  "raum_discretionary": 136550000.0,
  "raum_non_discretionary": 2000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 900000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 137650000.0,
      "count": 28
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://linkedin.com/company/stone-loft-wealth-management",
    "https://stoneloftwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337410",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/stone-loft-wealth-management-llc-337410",
  "display_name": "Stone Loft Wealth Management LLC",
  "summary": "Stone Loft Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Stone Loft Wealth Management LLC (CRD 337410): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stone Loft Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stone Loft Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Stone Loft Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 states: Up to $5,000,000: 0.3% a year; $5,000,000 to $10,000,000: 0.2% a year; Above $10,000,000: 0.1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Stone Loft Wealth Management LLC registered with the SEC or a state?",
      "a": "Stone Loft Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337410."
    },
    {
      "q": "How much does Stone Loft Wealth Management LLC manage?",
      "a": "Stone Loft Wealth Management LLC reports $138,550,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (99% discretionary)."
    },
    {
      "q": "How have Stone Loft Wealth Management LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Stone Loft Wealth Management LLC: Regulatory assets under management: $0 in the October 2025 data and $138,550,000 in the October 2026 data. Total employees: 1 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stone Loft Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (28)."
    },
    {
      "q": "Which custodians does Stone Loft Wealth Management LLC use?",
      "a": "Stone Loft Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stone Loft Wealth Management LLC report any disciplinary disclosures?",
      "a": "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/337410"
    },
    {
      "q": "Does Stone Loft Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 says: \"Stone Loft generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Stone Loft Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $102,579,000 to $138,550,000 (+35%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 138550000.0,
      "total_employees": 2,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $102,579,000 to $138,550,000 (+35%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $102,579,000."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $5,000,000",
        "rate": "0.3%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.2%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $5,000,000: 0.3% a year",
          "$5,000,000 to $10,000,000: 0.2% a year",
          "Above $10,000,000: 0.1% a year"
        ],
        "quotes": [
          "Wealth management fees are based on the following incremental fee schedule: Assets Under Management ($) Annual Rate (%) Up to $5,000,000 0.30% Next $5,000,000 (Up to $10,000,000) 0.20% Over $10,000,000 0.10%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Stone Loft generally does not impose a minimum relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 5000000.0,
          "rate_pct": 0.3
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.2
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.1
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees are based on the following incremental fee schedule: Assets Under Management ($) Annual Rate (%) Up to $5,000,000 0.30% Next $5,000,000 (Up to $10,000,000) 0.20% Over $10,000,000 0.10%",
      "Stone Loft generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stone-loft-wealth-management-llc-337410.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 900000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 137650000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337410",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}