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Stone Loft Wealth Management LLC
STONE LOFT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser since 2025. The firm manages $139 million in assets, $137 million on a discretionary...
Overview
STONE LOFT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser since 2025. The firm manages $139 million in assets, $137 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How does Stone Loft charge for its services?
The firm uses a fee-only model, charging clients a percentage of assets under management rather than commissions or transaction-based fees. This structure aligns Stone Loft's incentives with clients by avoiding conflicts of interest from product sales (per common practice among RIAs).
Does Stone Loft make direct investments or use fund structures?
Stone Loft facilitates both direct investments and fund allocations for clients. The firm coordinates co-investments into private companies and real estate partnerships while also recommending traditional and alternative fund vehicles to match client risk profiles (per the firm's public advisory disclosures).
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