# Stoneholt Wealth

Stoneholt Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340321
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340321

## About

STONEHOLT WEALTH is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Stoneholt Wealth?

The firm does not publicly disclose the names of its investment principals or decision-makers. This level of privacy is typical for family offices that operate without external fundraising obligations.

### Which sectors does Stoneholt Wealth explicitly avoid?

No explicitly stated avoidance sectors are publicly available. The firm's known holdings in healthcare, technology, and infrastructure suggest a broad mandate with limited industry restrictions.

## Related profiles

- [Rozario Global Management](https://altss.com/profile/rozario-global-management-llc)

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Last updated: 2026-07-06T01:24:26.114Z

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