# Stone Loft Wealth Management LLC

> 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.

- CRD: 337410
- Filed as: STONE LOFT WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337410
- AdvisorCensus page: https://advisorcensus.com/firm/stone-loft-wealth-management-llc-337410

## Quick answers

**How is Stone Loft Wealth Management LLC compensated?**
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.

**How much does Stone Loft Wealth Management LLC charge?**
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.

**Is Stone Loft Wealth Management LLC registered with the SEC or a state?**
Stone Loft Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337410.

**How much does Stone Loft Wealth Management LLC manage?**
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).

**How have Stone Loft Wealth Management LLC's assets and staff changed since 2025?**
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.

**What types of clients does Stone Loft Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Which custodians does Stone Loft Wealth Management LLC use?**
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.

**Does Stone Loft Wealth Management LLC 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/337410

**Does Stone Loft Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "Stone Loft generally does not impose a minimum relationship size."

**What changed in Stone Loft Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,579,000 to $138,550,000 (+35%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- 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

> 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%

- Account minimum: None

> Stone Loft generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $138,550,000
- Discretionary: $136,550,000
- Non-discretionary: $2,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $900,000 |
| High net worth individuals | 28 | $137,650,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stoneloftwm.com](https://stoneloftwm.com)
- LinkedIn @stone-loft-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 17, 2025 |
| October 2026 | $138,550,000 | 2 | March 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,579,000 to $138,550,000 (+35%).

### December 2025
- Regulatory assets under management went from $0 to $102,579,000.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Loft Wealth Management LLC (CRD 337410): Form ADV filing data as of October 2026.