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).
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Total Assets Under Management243MILLION
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Total Number of Accounts848ACCOUNTS
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Average Account Value$286,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, LA, TX, WA
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.
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.
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.