Stone Hecht Wealth Management, Inc. (Delafield)

Name: Stone Hecht Wealth Management, Inc.
Address: W330 S1417 County Road C, Delafield, WI, 53018
Telephone: 800-658-1373

Stone Hecht Wealth Management, Inc. is an adviser based in Delafield. It manages $41.9 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Wisconsin.

Stone Hecht Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stone Hecht Wealth Management: assets under management

The assets under management (AUM) of Stone Hecht Wealth Management, Inc. is $41.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $308.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stone Hecht Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stone Hecht Wealth Management, Inc.

Everett John Stone has been acting as President since 1 May 2011. Carol Lynn Hecht joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Everett John Stone	President/chief compliance officer	1 May 2011	50% - 75%	2266153
Carol Lynn Hecht	Vice president	1 May 2011	25% - 50%	4581838

Based in Delafield

The principal office where Stone Hecht Wealth Management, Inc. performs its advisory services is located at W330 S1417 County Road C, Delafield, WI 53018 The mailing address of the firm is Po Box 180275, Delafield, WI 53018 0275. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-658-1373 or by fax 888-656-7949. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.s-hwealth.com.