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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2006
- Office Locations
- 1
Office Locations
About Stoneridge Wealth Advisors, LLC
StoneRidge Wealth Management is a boutique Pennsylvania wealth management firm delivering personalized financial planning, investment management, and retirement strategies, with integrated tax planning, risk mitigation, and estate-planning support. The practice focuses on long-term, partner-style relationships with individuals and families planning for or living in retirement, and offers a no-pressure portfolio and goals review. Assets are custodied through platforms including Schwab and Vanguard.
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Owner & Executives
JEFFREY ALAN THOMPSON
President
- CRD
- #1775952
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,071,031 | -- |
| Total | $23,071,031 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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