Stonecreek Wealth Advisors

Stonecreek Wealth Advisors (CRD# 155300) is a financial advisory firm headquartered in Draper, UT. They manage $63,529,649 in 824 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11576 S State Street, Bldg 1002, Draper, UT 84020
http://www.theeffectiveinvestor.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $77,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Stonecreek Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Mark Lund, financial advisor Draper UT
Mark K. Lund
CRD#: 3193382
11576 S State Street, Bldg 1002, Draper, UT 84020

Mark Lund (CRD# 3193382) is an Investment Advisor Representative working at Stonecreek Wealth Advisors in Draper, UT and has over 25 years 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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