Stone Lake Wealth Management, LLC
Stone Lake Wealth Management, LLC (CRD# 283554) is a financial advisory firm headquartered in , . They manage $43,550,000 in 85 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Stone Lake Wealth Management, LLC
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts85ACCOUNTS
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Average Account Value$512,353
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, TX, VA
Financial Advisors at Stone Lake Wealth Management, LLC
1
Sumit Kumar (CRD# 4709765) is an Investment Advisor Representative working at Stone Lake Wealth Management, LLC in Riverside, CT and has over 20 years of experience in the finance industry.
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