STONECREST WEALTH MANAGEMENT, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $375.8M |
| Discretionary | $338.6M90% of AUM |
| Non-Discretionary | $37.2M |
| Client Accounts | 1,083 |
| Avg Account Size | $347K |
| Employees | 4 |
| Peak AUM | $375.8MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $376M | +22.3% | +24.0% | +13.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $375.8M |
| Discretionary | $338.6M |
| Employees | 4 |
| Client Accounts | 1083 |
| Client Range | 101-250 |
Contact & Location
Address
118 S KYRENE ROAD
CHANDLER AZ 85226
Phone
(602) 258-9400
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$339M
90.1% of AUM
Non-Discretionary
$37M
9.9% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant