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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2020
- Office Locations
- 2
Office Locations
About Stone Wealth Partners LLC
Stone Wealth Partners LLC is a Lafayette, LA-based registered investment adviser serving retail clients, including business owners and entrepreneurs. The firm provides financial planning and portfolio management with integrated tax/estate, retirement, insurance, charitable giving, and business succession planning. Portfolios are primarily ETF-based with a core allocation to high-quality bonds, and the practice runs on Black Diamond with planning tools like RightCapital; custody includes Schwab.
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Owner & Executives
RICHARD ALEXANDER HEBERT
Manager, Senior Investment Advisor
- CRD
- #5882455
- Ownership
- 50% but less than 75%
WALTER JOSEPH WILTZ IV
Chief Compliance Officer, Manager
- CRD
- #6118859
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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William Curtis Butcher
--
- CRD
- #7008950
TERRY JAMES DELHOMME II
Partner
- CRD
- #5592888
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,942,888 | $194,976 |
| Non-Discretionary | $937,000 | $42,591 |
| Total | $142,879,888 | $190,507 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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