Stonewealth Advisors, LLC

Stonewealth Advisors, LLC (CRD# 293600) is a financial advisory firm headquartered in Coral Gables, FL. They manage $2,928,061 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

300 Sevilla Ave, Suite 205, Coral Gables, FL 33134

By the Numbers

Total Assets Under Management

3

MILLION
Total Number of Accounts

5

ACCOUNTS
Average Account Value

$585,612

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Stonewealth Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Daniel R. Orona

CRD#: 5089596

300 Sevilla Ave, Suite 205, Coral Gables, FL 33134

Daniel Orona (CRD# 5089596) is an Investment Advisor Representative working at Stonewealth Advisors, LLC in Coral Gables, FL and has over 18 years of experience in the finance industry.

Talha G. Syed

CRD#: 6918321

300 Sevilla Ave, Suite 205, Coral Gables, FL 33134

Talha Syed (CRD# 6918321) is an Investment Advisor Representative working at Stonewealth Advisors, LLC in Coral Gables, FL 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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