Stone Point Wealth is an investment advisor in Miami with $265.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
871012725
SEC advisor number
801-123157
FINRA CRD number
315438
AUM ?
$265.78 mm
(as of 12 Dec 22)
Accounts
484
(as of 12 Dec 22)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 6:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Whitby, Alan, Jason | Managing Member & Chief Compliance Officer | 06/2021 | 50-75% |
Spitzberg, Jeremiah, Otto | Founding Partner | 12/2021 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22