S
CRD: 311404
Stonecrest Wealth Management, INC
$375.8M Total AUM
$338.6M Disc. AUM
12.6% 3Y CAGR
4 Employees
385 ADV. Clients
5 yrs Firm Age
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- Custodian
- Merrill Lynch ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2020
- Office Locations
- 1
Office Locations
118 S Kyrene Road Suite 4 Chandler AZ
About Stonecrest Wealth Management, INC
StoneCrest Wealth Management, Inc. is a fee-based RIA in Chandler, Arizona providing investment management and comprehensive financial planning for individuals and businesses. The firm uses a customizable investment platform to tailor portfolios to client goals and primarily implements strategies with ETFs and public funds, with Raymond James listed as a custodian.
Team overview
-- AVG AGE
$125.3M AVG AUM / ADVISOR
$976.2K AVG AUM / CLIENT
5.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KEITH CASEY MAHAN
Chief Compliance Officer, MANAGING PRINCIPAL, President
- CRD
- #2293433
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Christian Mahan
Wealth Manager
- CRD
- #6882687
Available
Available
Available
B
Brian Wiscombe
--
- CRD
- #6278608
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,632,495 | $366,089 |
| Non-Discretionary | $37,189,456 | $235,376 |
| Total | $375,821,951 | $347,019 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | 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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