WEST CHESTER, PACRD 306486Latest ADV March 27, 2026
Stonecrop Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 27, 2026, reports $300M in regulatory assets under management, 7 employees, and 1,230 accounts.
Assets Under Management
$300M
Employees
7
Offices
--
Total Clients
1,230
Primary office
WEST CHESTER, PA
2 WEST MARKET STREET, SUITE 200, WEST CHESTER, PA, United States
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
721
2
HNWI
37.7%
464
3
Charitable
3.4%
42
4
Corporations
0.2%
2
5
Investment Cos.
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of March 27, 2026
Discretionary99.8%
$299M
100% of total RAUM99.8%
Non-discretionary0.2%
$538K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts1,230
10Y AUM Change+$300M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee176:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.