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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2021
- Office Locations
- 1
Office Locations
About Stone Summit Wealth LLC
Stone Summit Wealth is an independent, employee-owned, fee-only RIA in Miami serving retail clients, including entrepreneurs. The firm provides fiduciary financial planning and portfolio construction, with tax, estate, and business succession planning plus insurance coordination. Portfolios primarily use ETFs and mutual funds, with Charles Schwab as a key custodian. No commissions or affiliated conflicts.
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Owner & Executives
JEREMIAH OTTO SPITZBERG
Financial Advisor, FOUNDING PARTNER, General Partner
- CRD
- #2262146
- Ownership
- 50% but less than 75%
ALAN JASON WHITBY
Chief Compliance Officer, Managing Member
- CRD
- #5330508
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JEFFREY SCOTT GREER
Financial Advisor, General Partner
- CRD
- #5039551
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $443,610,000 | $1,920,390 |
| Non-Discretionary | $0 | -- |
| Total | $443,610,000 | $1,920,390 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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