# Stone Wealth Strategies

Stone Wealth Strategies is a RIA based in Denver.

## Overview

- **Organization type:** RIA
- **Headquarters:** Denver
- **Assets under management:** Undisclosed
- **Website:** https://stonewealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/colorado-tax-coach

## Regulatory record

- **CRD number:** 297961
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297961

## About

Stone Advisors dba Stone Wealth Strategies (STONE) is a registered investment adviser located in Denver, Colorado. Its website provides general information about its advisory services, access to investment-related information, publications, and links. STONE may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements.

## Questions

### How does Stone Wealth Strategies source proprietary deal flow?

Stone Wealth Strategies has not publicly described its deal-sourcing methodology. No proprietary network, partnerships, or sector focus have been identified in public records.

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

No information is available on whether Stone Wealth Strategies participates in fund commitments, direct deals, or co-investments. The firm's investment vehicle preferences are not publicly documented.

### What investment stages does Stone Wealth Strategies typically target?

Stone Wealth Strategies has not publicly stated its target investment stages, such as venture, growth, buyout, or real assets. No stage preferences are on record.

### Which sectors does Stone Wealth Strategies explicitly avoid?

The firm has not publicly declared any sectors it avoids. No negative screening or exclusionary criteria have been documented in public sources.

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

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