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- Custodian
- Charles Schwab & Company · UBS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2025
- Office Locations
- 1
Office Locations
About Stone Loft Wealth Management LLC
Stone Loft Wealth Management is an independent fiduciary RIA providing investment management and comprehensive financial planning, including legacy-focused guidance. The firm emphasizes simple, transparent, long-term strategies built through one-on-one coaching and personalized planning. For distribution teams, notable details include a published tiered advisory fee schedule and an eMoney client portal for ongoing account visibility and planning collaboration.
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Owner & Executives
JOHN ROBERT NEAL
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #4939681
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,550,000 | $2,038,060 |
| Non-Discretionary | $2,000,000 | $250,000 |
| Total | $138,550,000 | $1,847,333 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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