Be advised. This firm is no longer registered.

Stonegate Wealth Management, LLC

Stonegate Wealth Management, LLC (CRD# 121412) is a financial advisory firm headquartered in Cary, NC. They manage $54,273,777 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2500 Regency Parkway, Cary, NC 27518
https://www.facebook.com/stonegatewealth/
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $753,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

NC

Financial Advisors at Stonegate Wealth Management, LLC
No Advisor Found.

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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