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
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, TX, VA

Financial Advisors at Stone Lake Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sumit Kumar
CRD#: 4709765
Riverside, CT

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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