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Stonecreek Wealth Advisors
STONECREEK WEALTH ADVISORS is a state-registered investment adviser in SOUTH JORDAN, UT. The firm manages around $80 million in assets. It has 1 employee and...
Overview
STONECREEK WEALTH ADVISORS is a state-registered investment adviser in SOUTH JORDAN, UT. The firm manages around $80 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Is Stonecreek Wealth Advisors a fiduciary?
Yes. As a registered investment advisor, Stonecreek Wealth Advisors operates under the fiduciary standard established by the Investment Advisers Act of 1940. This legally requires the firm to act in its clients' best interests, disclose conflicts of interest, and avoid self-dealing. The standard is materially stronger than the suitability obligation applied to broker-dealers.
Does the firm manage institutional capital or pooled investment vehicles?
There is no public evidence that Stonecreek Wealth Advisors sponsors pooled vehicles like hedge funds, private equity funds, or interval funds. Its public posture is a client-advisor relationship model, typical of RIAs focused on separate accounts for individuals and families.
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