# Stonecrop Wealth Advisors

Stonecrop Wealth Advisors is a Bank / Wealth / Trust based in West Chester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Chester, United States
- **Region:** North America
- **Address:** West Chester, PA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** stonecropwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/stonecropadvisors

## Regulatory record

- **CRD number:** 306486
- **SEC file number:** 801-117833
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306486

## About

Stonecrop Wealth Advisors is an SEC-registered investment adviser in West Chester, PA, registered since 2020. The firm manages $300 million in assets, with $299 million on a discretionary basis. It has 7 employees and 6 investment advisers.

## Sectors

- Wealth Management & Fiduciary Services

## People

- Ronald J. Walker — President
- James A. Walker — Chief Compliance Officer

## Questions

### What investment services does Stonecrop Wealth Advisors provide?

Stonecrop provides discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, and retirement plan sponsors. The firm builds client portfolios using equities, bonds, and mutual funds, custodied at Charles Schwab. It also offers hourly or flat-fee consulting for clients who do not need ongoing discretionary management.

### How does the firm charge for its services?

Fees are structured as a percentage of assets under management, fixed retainers, or hourly billing, depending on the scope of the client engagement. The firm participates in a wrap fee program through its Schwab custodial relationship, which bundles transaction costs and advisory fees into a single charge. This fee-only model avoids commission-based conflicts of interest.

## Related profiles

- [StoneCrest Wealth Management](https://altss.com/profile/stonecrest-wealth-management)
- [Stonegate Wealth Management](https://altss.com/profile/stonegate-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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