$63.5M Total AUM
$63.5M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2016
- Office Locations
- 1
Office Locations
-- Riverside CT
About Stone Lake Wealth Management, LLC
Stone Lake Wealth Management is a fee-only, fiduciary RIA in Riverside/Greenwich, CT providing goal-driven investment management and financial planning for busy professionals. The firm emphasizes disciplined risk management grounded in Modern Portfolio Theory and historical market data, and primarily implements portfolios with ETFs and high-quality bonds. Client assets are custodied at Charles Schwab.
Team overview
47 AVG AGE
$63.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
SUMIT KUMAR
Chief Compliance Officer, Founder, Owner
- CRD
- #4709765
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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