Stone Wealth Partners Llc
- Regulatory AUM
- $143M
- Discretionary
- $142M
- Clients
- 375
- Avg AUM / client
- $381K
- Accounts
- 750
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 347 | $62.7M | 43.9% |
| High net worth individuals | 28 | $80.1M | 56.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Alexander Hebert | Manager / Member | Nov 2019 (7y) | 50% – 75% | |
| Walter Joseph Wiltz | Manager / Member / Chief Compliance Officer | Nov 2019 (7y) | 50% – 75% | |
| William Curtis Butcher | Registered representative | Apr 2020 (6y) | ||
| Hunter Bailey Mc Clendon | Registered representative | Aug 2021 (5y) | ||
| Terry James Delhomme | Registered representative | Dec 2022 (4y) | ||
| Sara Elizabeth Girouard | Registered representative | Oct 2023 (3y) | ||
| Joshua L Joseph Savoie | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $142M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗