# Stonecreek Private Wealth, LLC

> Stonecreek Private Wealth, 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 February 26, 2026.

- CRD: 323473
- Filed as: STONECREEK PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323473
- AdvisorCensus page: https://advisorcensus.com/firm/stonecreek-private-wealth-llc-323473

## Quick answers

**How is Stonecreek Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonecreek Private Wealth, 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.

**Is Stonecreek Private Wealth, LLC registered with the SEC or a state?**
Stonecreek Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 323473.

**How much does Stonecreek Private Wealth, LLC manage?**
Stonecreek Private Wealth, LLC reports $193,314,378 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Stonecreek Private Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for Stonecreek Private Wealth, LLC: Regulatory assets under management: $163,061,721 in the October 2025 data and $193,314,378 in the October 2026 data, up 19%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonecreek Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (7).

**Which custodians does Stonecreek Private Wealth, LLC use?**
Stonecreek Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Stonecreek Private Wealth, 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/323473

**What changed in Stonecreek Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $163,061,721 to $193,314,378 (+19%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $193,314,378
- Discretionary: $193,314,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $493,580 |
| High net worth individuals | 62 | $192,820,798 |
| 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)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- stonecreekpw.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $163,061,721 | 1 | March 20, 2025 |
| October 2026 | $193,314,378 | 1 | February 26, 2026 |

Regulatory assets under management: $163,061,721 in the October 2025 data and $193,314,378 in the October 2026 data, up 19%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $163,061,721 to $193,314,378 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonecreek Private Wealth, LLC (CRD 323473): Form ADV filing data as of October 2026.