CRD: 335804
Stono River Wealth Management LLC
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-05-2025
- Office Locations
- 1
Office Locations
-- Johns Island SC
About Stono River Wealth Management LLC
Stono River Wealth Management is a fee-only RIA focused on high-net-worth families, U.S. expats, and digital nomads. The firm provides retirement and cross-border financial planning plus investment management, building tax-efficient global portfolios using ETFs and individual stocks and helping clients manage currency risk and U.S. tax considerations while living at home or abroad.
Team overview
42 AVG AGE
$15.3M AVG AUM / ADVISOR
$763.7K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL JAMES LAUBINGER
Chief Compliance Officer, Managing Member
- CRD
- #4664016
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,273,255 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,273,255 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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