Stonecrest Wealth Management, Inc.

Stonecrest Wealth Management, Inc. (CRD# 311404) is a financial advisory firm headquartered in Chandler, AZ. They manage $243,186,706 in 848 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    848
    ACCOUNTS
  • Average Account Value
    $286,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, LA, TX, WA

Financial Advisors at Stonecrest Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christian Mahan
CRD#: 6882687
118 S Kyrene Road, Suite 4, Chandler, AZ 85226

Christian Mahan (CRD# 6882687) is an Investment Advisor Representative working at Stonecrest Wealth Management, Inc. in Chandler, AZ and has over 6 years of experience in the finance industry.

2
Keith C. Mahan
CRD#: 2293433
118 S Kyrene Road, Suite 4, Chandler, AZ 85226

Keith Mahan (CRD# 2293433) is an Investment Advisor Representative working at Stonecrest Wealth Management, Inc. in Chandler, AZ and has over 31 years of experience in the finance industry.

3
Brian Wiscombe
CRD#: 6278608
118 S Kyrene Road, Suite 4, Chandler, AZ 85226

Brian Wiscombe (CRD# 6278608) is an Investment Advisor Representative working at Stonecrest Wealth Management, Inc. in Chandler, AZ and has over 10 years of experience in the finance industry.

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