Stone Wealth Partners LLC

STONE WEALTH PARTNERS LLC is an SEC-registered investment adviser in Lafayette, LA, registered since 2024. The firm manages $143 million in assets.

Stone Wealth Partners LLC

STONE WEALTH PARTNERS LLC is an SEC-registered investment adviser in Lafayette, LA, registered since 2024. The firm manages $143 million in assets. It has 6 employees and 6 investment advisers.

General information

Firm type

Single Family Office

Who runs investment decisions at Stone Wealth Partners?

The firm's principal and investment decision-makers are not identified in public sources or filings. No named professionals or roles are available.

How does Stone Wealth Partners source deal flow?

The firm's deal sourcing approach is not described in any public document. No proprietary channels, co-investment networks, or fund commitments have been reported.

Is Stone Wealth Partners structured as a single family office or does it operate more like a venture firm?

The firm is registered as a limited liability company, but its precise structure — whether single family office, multi-family office, or another entity — is not publicly stated.

Does Stone Wealth Partners participate in fund commitments or only direct deals?

No information is publicly available about the firm's preference for fund commitments versus direct investments.

What investment stages does Stone Wealth Partners typically target?

The firm's target investment stages are undisclosed. No public filings or reports detail its stage focus.

Which sectors does Stone Wealth Partners focus on?

The firm's sector focus is not available in public records. No specific industries or tags have been identified.

Where does the underlying wealth come from?

The origin of the wealth managed by Stone Wealth Partners is not disclosed in any public source.

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