Stonecrest Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Chandler, AZ. Its latest Form ADV filing, dated February 6, 2026, reports $376M in regulatory assets under management, 4 employees, and 1,083 accounts.
Assets Under Management
$376M
Employees
4
Offices
--
Total Clients
385
Primary office
CHANDLER, AZ
118 S KYRENE ROAD, SUITE 4, CHANDLER, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
274
2
HNWI
28.8%
111
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$376Mas of February 6, 2026
Discretionary90.1%
$339M
90% of total RAUM90.1%
Non-discretionary9.9%
$37M
10% of total RAUM9.9%
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$376M
Total Accounts1,083
10Y AUM Change+$376M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee96:1
10Y Employee Change0 (0.0%)
* 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.