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Stoneridge Wealth Advisors
Stoneridge Wealth Advisors, LLC is a state-registered investment adviser in Malvern, PA. The firm manages approximately $23 million in regulatory assets.
Overview
Stoneridge Wealth Advisors, LLC is a state-registered investment adviser in Malvern, PA. The firm manages approximately $23 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Malvern
Corporate office
Paramus, NJ, United States
Principals
Joseph E. Gehm
Founder & Managing Principal
Sector focus
Frequently asked questions
Who makes investment decisions at Stoneridge Wealth Advisors?
Joseph E. Gehm, the founder and managing principal, holds primary decision-making authority. The firm does not maintain a separate investment committee or publish profiles of additional investment staff. This centralized structure is common among multi-family offices that serve a small, tightly held client base and operate with high discretion.
Does Stoneridge participate in fund commitments or only direct deals?
Stoneridge's known activities center on direct real estate acquisition and insurance product structuring rather than third-party fund commitments. The firm has not publicly indicated participation in venture capital, private equity, or hedge fund allocations. Its model prioritizes assets that offer direct control and observable cash flow.
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