CRD: 155300
Stonecreek Wealth Advisors
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
About Stonecreek Wealth Advisors
Stonecreek Wealth Advisors is a Utah-based, fee-only fiduciary RIA led by Mark Keller Lund, focused on strategic investment planning and ongoing wealth management for individuals nearing or in retirement (including business owners). The firm builds and monitors client portfolios with an emphasis on defining a personal investment philosophy, asset allocation, and risk management. Notable for founder-authored investor education (The Effective Investor) and use of Charles Schwab as a custodian.
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Investment Themes
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Owner & Executives
MARK KELLER LUND
Financial Advisor, President
- CRD
- #3193382
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $79,825,504 | -- |
| Total | $79,825,504 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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