STONE-HECHT WEALTH MANAGEMENT, INC.
SEC file number 801-72559
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$44.1M
Discretionary AUM
$44.1M
Employees
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Clients
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Firm
- Address
- Phone
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- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Serif Health Management, Inc. Medium name-match confidence · CIK 1926833 · CA
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
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Serif Health Management, Inc. · D · Aug 25, 2026$5.6M
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Highwater Wealth Management LLC\DE · D · Jun 24, 2026
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M