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Stone Loft Wealth Management LLC

EST. AUM
$138,550,000

CONTACTS
1

CLIENT ACCOUNTS
75

Firm Details

Metro area Philadelphia
CRD Number 337410
Website stoneloftwm.com
Client types

Overview

Stone Loft Wealth Management LLC is a Pennsylvania-based Registered Investment Advisor providing personalized wealth management and financial planning services. The firm caters to individuals, high net worth individuals, trusts, estates, and businesses. It constructs diversified portfolios using low-cost mutual funds, ETFs, and, when appropriate, individual securities. Stone Loft operates under a fiduciary standard and builds client strategies based on long-term investment goals, risk tolerance, and financial objectives.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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