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Stonewealth Advisors, LLC
STONEWEALTH ADVISORS, LLC is an SEC-registered investment adviser in CORAL GABLES, FL. The firm manages $5 million in regulatory assets under management, $5...
Stonewealth Advisors, LLC
STONEWEALTH ADVISORS, LLC is an SEC-registered investment adviser in CORAL GABLES, FL. The firm manages $5 million in regulatory assets under management, $5 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
null
City
Coral Gables
Corporate office
null
Frequently asked questions
How does Stonewealth Advisors generate new client relationships?
Stonewealth Advisors likely relies on referrals from existing clients, estate attorneys, and accountants common among multi-family offices serving ultra-high-net-worth families. No public marketing or deal-sourcing engine is documented.
Is Stonewealth Advisors a single-family office or a broader advisory firm?
Stonewealth Advisors is structured as a multi-family office and registered RIA, serving multiple families under one platform. This differs from single-family offices that manage one fortune directly (per SEC RIA registrant data).
What investment stages does Stonewealth Advisors typically target?
Stonewealth does not publicly disclose a stage focus. As a multi-family office, allocations are likely tailored per client, spanning liquid public markets and alternative assets like private equity or real estate based on individual mandates.
Can external GPs partner with Stonewealth Advisors?
Given Stonewealth's advisory structure, it may conduct manager due diligence for client allocations rather than committing capital directly. Direct co-investment or GP partnerships would depend on individual family mandates and are not publicly reported.
What is the underlying wealth origin at Stonewealth Advisors?
Wealth origin is not publicly disclosed; as a multi-family office, the firm serves clients with diverse backgrounds—entrepreneurs, executives, or inherited wealth—none attributed in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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