# Stone Loft Wealth Management LLC

Stone Loft Wealth Management LLC is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** stoneloftwealth.com
- **LinkedIn:** https://www.linkedin.com/company/stone-loft-wealth-management

## Regulatory record

- **CRD number:** 337410
- **SEC file number:** 801-133853
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337410

## About

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.

## 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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Last updated: 2026-07-06T01:24:26.114Z

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