# Stone Summit Wealth LLC

Stone Summit Wealth LLC is a Multi Family Office based in Miami, Boca Raton, and Wellington, Florida.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Miami, Boca Raton, and Wellington, Florida
- **Assets under management:** Undisclosed
- **Website:** https://stonesummitwealth.com

## Regulatory record

- **CRD number:** 315438
- **SEC file number:** 801-123157
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315438

## About

Stone Summit Wealth is an independent, fee-only fiduciary firm. It provides comprehensive wealth management, investment management, financial planning, retirement planning, estate planning and trusts, and strategic tax planning. The firm is completely independent from custodians, employee-owned, and compensated directly by clients with no commissions or hidden fees.

## People

- Jason Whitby — MBA, CFA®, CFP®
- Jerry Spitzberg — CPA®, CFA®
- Jeffrey Greer — CTFA
- Anne Dunlavy — CHDM, CASE
- Shirley Whitby — CFP®

## Questions

### What investment stages or asset classes does Stone Summit Wealth target?

Stone Summit Wealth does not publicly disclose its asset-class focus or investment-stage preferences. There is no verifiable information on allocations to public equities, private equity, real estate, or other strategies. This lack of disclosure is unusual among registered investment advisors.

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Last updated: 2026-08-11T15:08:11.274Z

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