$193.3M Total AUM
$193.3M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
-- Prosper TX
About Stonecreek Private Wealth, LLC
StoneCreek Private Wealth, LLC is a Prosper, TX RIA offering financial, investment, and retirement planning for individuals and business owners. Portfolios emphasize diversified public funds and ETFs with a meaningful fixed-income sleeve (including U.S. government bonds) and cash for risk management. Led by CFP Todd Frederick; custody relationships include Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$193.3M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
TODD ALAN FREDERICK
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2677010
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,314,378 | $957,002 |
| Non-Discretionary | $0 | -- |
| Total | $193,314,378 | $957,002 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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