Sa Stone Wealth Management Inc.
$99.3M reported client assets across 1 advisory firms in FY2022 annual amendments
Reported client assets over time
$88.2M
$99.3M
2019
2022
Same-firm comparison: 1 firms that reported Sa Stone Wealth Management Inc. in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Winebrenner Capital Management Llc | $99.3M | $192M | 51.8% | 02/23/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.