Stone Wealth Partners LLC

Stone Wealth Partners LLC (CRD# 308429) is a financial advisory firm headquartered in Lafayette, LA. They manage $102,110,461 in 652 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2701 Johnston St, Suite 310, Lafayette, LA 70503
http://www.stone-wealth.com
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    652
    ACCOUNTS
  • Average Account Value
    $156,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, TN, TX

Financial Advisors at Stone Wealth Partners LLC
Showing 1 - 6 of 6 top financial advisors.
1
William Butcher, financial advisor Lafayette LA
William C. Butcher
CRD#: 7008950
2701 Johnston St, Suite 310, Lafayette, LA 70503

William Butcher (CRD# 7008950) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA and has over 5 years of experience in the finance industry.

2
Terry Delhomme, financial advisor Lafayette LA
Terry J. Delhomme
CRD#: 5592888
2701 Johnston St, Suite 310, Lafayette, LA 70503

Terry Delhomme (CRD# 5592888) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA and has over 15 years of experience in the finance industry.

3
Richard Hebert, financial advisor Lafayette LA
Richard A. Hebert
CRD#: 5882455
2701 Johnston St, Suite 310, Lafayette, LA 70503

Richard Hebert (CRD# 5882455) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA and has over 9 years of experience in the finance industry.

4
Hunter McClendon, financial advisor Lafayette LA
Hunter B. McClendon
CRD#: 6911130
2701 Johnston St, Suite 310, Lafayette, LA 70503

Hunter McClendon (CRD# 6911130) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA and has over 5 years of experience in the finance industry.

5
Walter Wiltz, financial advisor Lafayette LA
Walter J. Wiltz
CRD#: 6118859
2701 Johnston St, Suite 310, Lafayette, LA 70503

Walter Wiltz (CRD# 6118859) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA and has over 9 years of experience in the finance industry.

6
Sara Girouard, financial advisor Lafayette LA
Sara E. Girouard
CRD#: 7818630
2701 Johnston St, Suite 310, Lafayette, LA 70503

Sara Girouard (CRD# 7818630) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA 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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