STONECREEK PRIVATE WEALTH, LLC
SEC RegisteredPersonalized Client Experience
About the firm
Stonecreek Private Wealth manages assets for individuals and families, providing investment management and financial planning services. The firm is dedicated to providing investment management and strategic wealth planning, striving to be their client's trusted advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment planning, retirement planning, charitable giving, and estate planning.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $494k |
| High Net Worth Individuals | 62 | $193M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.80% |
| Next $4,000,000 | 0.65% |
| Next $4,000,000 | 0.50% |
| All amounts thereafter | 0.25% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STONECREEK PRIVATE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.