Stone Lake Wealth Management, LLC

Stone Lake Wealth Management, LLC (CRD# 283554) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, TX

Financial Advisors at Stone Lake Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sumit Kumar
CRD#: 4709765
Riverside, CT
90
Wealthminder
score

Sumit Kumar (CRD# 4709765) is an Investment Advisor Representative working at Stone Lake Wealth Management, LLC in Riverside, CT and has over 13 years of experience in the finance industry.

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