# Stone Wall Money Management LLC

> Stone Wall Money Management LLC is a state-registered investment advisory firm in Shelton, CT, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 331409
- Filed as: STONE WALL MONEY MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Shelton, CT
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331409
- AdvisorCensus page: https://advisorcensus.com/firm/stone-wall-money-management-llc-shelton-ct-331409

## Quick answers

**How is Stone Wall Money Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stone Wall Money Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stone Wall Money Management LLC located?**
Stone Wall Money Management LLC's principal office is in Shelton, CT, according to its Form ADV.

**Is Stone Wall Money Management LLC registered with the SEC or a state?**
Stone Wall Money Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331409.

**How much does Stone Wall Money Management LLC manage?**
Stone Wall Money Management LLC reports $8,810,906 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**What types of clients does Stone Wall Money Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67).

**Does Stone Wall Money 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331409

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,810,906
- Discretionary: $8,810,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $6,566,662 |
| High net worth individuals | Fewer than 5 | $2,244,244 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Wall Money Management LLC (CRD 331409): Form ADV filing data as of October 2026.