Stone-hecht Wealth Management, Inc.

Stone-hecht Wealth Management, Inc. (CRD# 158349) is a financial advisory firm headquartered in Delafield, WI. They manage $58,682,068 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 180275, Delafield, WI 53018
http://www.stone-hechtwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $454,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Stone-hecht Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carol Hecht, financial advisor Delafield WI
Carol L. Hecht
CRD#: 4581838
Delafield, WI

Carol Hecht (CRD# 4581838) is an Investment Advisor Representative working at Stone-hecht Wealth Management, Inc. in Delafield, WI and has 1 year of experience in the finance industry.

2
Everett Stone, financial advisor Delafield WI
Everett J. Stone
CRD#: 2266153
Delafield, WI

Everett Stone (CRD# 2266153) is an Investment Advisor Representative working at Stone-hecht Wealth Management, Inc. in Delafield, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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