# Stoneridge Wealth Advisors

Stoneridge Wealth Advisors is a Multi Family Office based in Malvern, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Malvern, United States
- **Region:** North America
- **Address:** Paramus, NJ, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** stoneridgewealth.com

## Regulatory record

- **CRD number:** 140469
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140469

## About

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.

## Sectors

- Real Estate
- Insurance

## People

- Joseph E. Gehm — Founder & Managing Principal

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

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