S
$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
6 Employees
67 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
100 Beard Sawmill Road Suite 275 Shelton CT
About Stone Wall Money Management LLC
Stone Wall Money Management LLC is a Shelton-based RIA. The firm has been operating for 2 years. Managing $8.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$131.5K AVG AUM / CLIENT
1.5 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL J LEHRHAUPT
Chief Executive Officer, MANAGING PRINCIPAL, Owner, President
- CRD
- #4411210
- Ownership
- 75% or more
Available
Available
Available
L
LAURA NANCY LEHRHAUPT
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
B
Benjamin Michael Berger
--
- CRD
- #7880569
Available
Available
Available
R
Robert Borea
--
- CRD
- #7236153
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,810,906 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,810,906 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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