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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-2016
- Office Locations
- 1
Office Locations
About Stone Hill Wealth Management, LLC
Stone Hill Wealth Management, LLC is a Dallas, TX RIA serving retail and institutional clients, including qualified purchasers. The firm provides financial and investment planning, portfolio construction and asset allocation, retirement plan guidance, and insurance/business succession support. Portfolios primarily use public funds (with ETFs) and can incorporate SRI themes and digital assets; custody includes Charles Schwab and it supports Pontera.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PHILLIP C WASHINGTON JR
Investment Advisor, Managing Member
- CRD
- #5026394
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,411,434 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,411,434 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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