Stone Point Wealth LLC

Stone Point Wealth LLC (CRD# 315438) is a financial advisory firm headquartered in , . They manage $320,796,538 in 772 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://stonepointwealth.com/
By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $415,540
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

AZ, CA, FL, NY, TX

Financial Advisors at Stone Point Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeremiah Spitzberg, financial advisor Miami FL
Jeremiah O. Spitzberg
CRD#: 2262146
Miami, FL

Jeremiah Spitzberg (CRD# 2262146) is an Investment Advisor Representative working at Stone Point Wealth LLC in Miami, FL and has over 31 years of experience in the finance industry.

2
Alan Whitby, financial advisor Miami FL
Alan J. Whitby
CRD#: 5330508
2701 Sw 3rd Ave Apt 1103, Miami, FL 33129

Alan Whitby (CRD# 5330508) is an Investment Advisor Representative working at Stone Point Wealth LLC in Miami, FL 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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