Stonecrop Wealth Advisors, LLC

EST. AUM
$299,540,652

CONTACTS
4

CLIENT ACCOUNTS
1,230

Firm Details

Metro area Philadelphia
CRD Number 306486
Website stonecropadvisors.com
Client types

Overview

Stonecrop Wealth Advisors, LLC is a privately owned, SEC-registered investment adviser headquartered in West Chester, Pennsylvania. The firm provides discretionary and non-discretionary investment advisory services to individuals, families, charitable organizations, educational institutions, and for-profit businesses. Stonecrop manages approximately $251.9 million in assets across 706 accounts. The firm integrates financial planning and investment management within the context of each client’s mission, vision, values, and goals.

Platform Details

Investment Preferences

Alternative Activity