Stony Point Wealth Management is an investment advisor in Richmond with $380.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474491639
SEC advisor number
801-108723
FINRA CRD number
210519
AUM ?
$380.54 mm
(as of 7 Jul 22)
Accounts
1,098
(as of 7 Jul 22)
Employees
8
(5 investment advisory or research)
Address
Stony Point Wealth Management
9020 STONY POINT PARKWAY
SUITE 360
RICHMOND
VA 23235
9020 STONY POINT PARKWAY
SUITE 360
RICHMOND
VA 23235
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
8043176814
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Daniel, Matthew, Clayton | Principal | 07/2015 | 25-50% |
Daniel, Stuart, Evans | Principal | 07/2015 | < 5% |
King, Elizabeth, Ann | Principal & Chief Compliance Officer | 08/2016 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22