Hedge Fund Database

STONE POINT WEALTH LLC

Adviser information for STONE POINT WEALTH LLC last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 772 $320.8M
Non-Discretionary 0 $0
Total 772 $320.8M

Clients

Type Number RAUM
Individuals 68 $48.3M
HNW Individuals 126 $272.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-123157
SEC ERA File Number 801-123157
SEC CIK Numbers 1908192
SEC CRD Numbers 315438
Legal Entity Identifier None

Principal Office

2701 SW 3RD AVE PH3
MIAMI
FL
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 305-491-9396, Fax: N/A

Websites

stonepointwealth.com/

Chief Compliance Officer

ALAN JASON WHITBY
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
2701 SW 3RD AVE PH3
MIAMI
FL
United States
Tel: 305-491-9396
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITBY, ALAN, JASON Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/2021 50-75%
SPITZBERG, JEREMIAH, OTTO Individual – FOUNDING PARTNER 12/2021 50-75%

No. Employees, Historic

105020222023202420252 on 1/4/20222 on 1/6/20222 on 1/10/20222 on 1/14/20222 on 1/31/20222 on 3/4/20223 on 4/4/20223 on 6/22/20223 on 9/27/20223 on 9/29/20223 on 11/14/20223 on 12/5/20223 on 12/9/20223 on 12/12/20223 on 2/7/20233 on 2/6/2024

RAUM, Historic

400M200M02022202320242025145610000 on 1/4/2022145610000 on 1/6/2022174399832 on 1/10/2022174399832 on 1/14/2022174399832 on 1/31/2022174399832 on 3/4/2022174399832 on 4/4/2022174399832 on 6/22/2022174399832 on 9/27/2022174399832 on 9/29/2022174399832 on 11/14/2022174399832 on 12/5/2022265782421 on 12/9/2022265782421 on 12/12/2022268935340 on 2/7/2023320796538 on 2/6/2024

No. Clients, Historic

2001000202220232024202589 on 1/4/202289 on 1/6/2022105 on 1/10/2022105 on 1/14/2022105 on 1/31/2022105 on 3/4/2022105 on 4/4/2022105 on 6/22/2022105 on 9/27/2022105 on 9/29/2022105 on 11/14/2022105 on 12/5/2022169 on 12/9/2022169 on 12/12/2022150 on 2/7/2023194 on 2/6/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AGILENT TECHNOLOGIES INC COM 3M 23K –
ALPHABET INC CAP STK CL A 612K 3K –
ALPHABET INC CAP STK CL C 7M 41K –
AMAZON COM INC COM 333K 2K –
AMERICAN CENTY ETF TR INTERNATIONAL LR 543K 10K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 3M 55K –
AMERICAN EXPRESS CO COM 4M 17K –
AMGEN INC COM 545K 2K –
AMPHENOL CORP NEW CL A 3M 49K –
APOLLO GLOBAL MGMT INC COM 458K 4K –
APPLE INC COM 4M 19K –
ARES MANAGEMENT CORPORATION CL A COM STK 446K 3K –
BANK AMERICA CORP COM 418K 11K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 453K 1K –
BOEING CO COM 355K 2K –
BRISTOL-MYERS SQUIBB CO COM 384K 9K –
CATERPILLAR INC COM 2M 7K –
CHEVRON CORP NEW COM 264K 2K –
CISCO SYS INC COM 205K 4K –
COCA COLA CO COM 908K 14K –
COLGATE PALMOLIVE CO COM 266K 3K –
CUMMINS INC COM 3M 10K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 5M 134K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 2M 52K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 3M 105K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 809K 27K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 230K 9K –
DIMENSIONAL ETF TRUST US TARGETED VLU 579K 11K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 405K 7K –
DISNEY WALT CO COM 2M 17K –
EATON CORP PLC SHS 395K 1K –
ECOLAB INC COM 3M 12K –
ELI LILLY & CO COM 2M 2K –
EXXON MOBIL CORP COM 812K 7K –
GILEAD SCIENCES INC COM 2M 28K –
HOME DEPOT INC COM 2M 7K –
HONEYWELL INTL INC COM 264K 1K –
INTERNATIONAL BUSINESS MACHS COM 206K 1K –
INVESCO EXCH TRADED FD TR II PFD ETF 275K 24K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 4M 26K –
INVESCO QQQ TR UNIT SER 1 646K 1K –
ISHARES INC MSCI EURZONE ETF 268K 5K –
ISHARES INC CORE MSCI EMKT 3M 54K –
ISHARES TR CORE MSCI EAFE 1M 14K –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE S&P SCP ETF 4M 38K –
ISHARES TR EAFE GRWTH ETF 872K 9K –
ISHARES TR EAFE SML CP ETF 260K 4K –
ISHARES TR RUS 1000 GRW ETF 646K 2K –
ISHARES TR RUS 1000 VAL ETF 319K 2K –
ISHARES TR RUSSELL 2000 ETF 466K 2K –
ISHARES TR SHRT NAT MUN ETF 2M 21K –
ISHARES TR EXPANDED TECH 3M 32K –
ISHARES TR 0-5 YR TIPS ETF 2M 22K –
ISHARES TR CORE US AGGBD ET 320K 3K –
ISHARES TR HDG MSCI EAFE 2M 54K –
ISHARES TR TIPS BD ETF 2M 18K –
ISHARES TR CORE S&P TTL STK 483K 4K –
ISHARES TR NATIONAL MUN ETF 1M 12K –
ISHARES TR PFD AND INCM SEC 1M 38K –
ISHARES TR IBOXX HI YD ETF 1M 17K –
ISHARES TR RUS 1000 ETF 234K 788 –
ISHARES TR S&P 500 GRWT ETF 425K 5K –
ISHARES TR S&P 500 VAL ETF 466K 3K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 954K 19K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 463K 9K –
JOHNSON & JOHNSON COM 578K 4K –
JPMORGAN CHASE & CO. COM 7M 33K –
LINDE PLC SHS 4M 8K –
LOWES COS INC COM 3M 13K –
MCDONALDS CORP COM 353K 1K –
MEDTRONIC PLC SHS 1M 17K –
MERCK & CO INC COM 4M 30K –
MICROSOFT CORP COM 28M 62K –
NEXTERA ENERGY INC COM 1M 18K –
NIKE INC CL B 2M 24K –
ORACLE CORP COM 430K 3K –
PEPSICO INC COM 5M 28K –
PROCTER AND GAMBLE CO COM 652K 4K –
QUALCOMM INC COM 5M 25K –
ROYAL CARIBBEAN GROUP COM 441K 3K –
SCHWAB STRATEGIC TR INTL EQTY ETF 691K 18K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 1M 39K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 323K 9K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 844K 24K –
SCHWAB STRATEGIC TR US LCAP VA ETF 521K 7K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 285K 11K –
SCHWAB STRATEGIC TR US BRD MKT ETF 203K 3K –
SCHWAB STRATEGIC TR US SML CAP ETF 381K 8K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 326K 4K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 252K 4K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 18K –
SELECT SECTOR SPDR TR INDL 247K 2K –
SELECT SECTOR SPDR TR SBI INT-UTILS 919K 13K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 520K 4K –
SELECT SECTOR SPDR TR TECHNOLOGY 458K 2K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 292K 8K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 658K 19K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1M 3K –
SPDR SER TR PRTFLO S&P500 VL 10M 202K –
SPDR SER TR PORTFOLIO S&P500 2M 27K –
SPDR SER TR PORTFOLIO S&P600 2M 48K –
SPDR SER TR PRTFLO S&P500 GW 1M 18K –
SPDR SER TR PORTFOLIO SHORT 664K 22K –
SPDR SER TR S&P 600 SMCP VAL 326K 4K –
STRYKER CORPORATION COM 4M 13K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 4M 22K –
TERRAN ORBITAL CORPORATION COM 5M 6M –
TESLA INC COM 466K 2K –
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 212K 13K –
TRUIST FINL CORP COM 295K 8K –
UNITED PARCEL SERVICE INC CL B 2M 12K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 370K 4K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 4M 54K –
VANGUARD BD INDEX FDS SHORT TRM BOND 5M 66K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 3M 70K –
VANGUARD INDEX FDS GROWTH ETF 2M 6K –
VANGUARD INDEX FDS REAL ESTATE ETF 1M 15K –
VANGUARD INDEX FDS SMALL CP ETF 2M 9K –
VANGUARD INDEX FDS SM CP VAL ETF 6M 33K –
VANGUARD INDEX FDS VALUE ETF 15M 91K –
VANGUARD INDEX FDS S&P 500 ETF SHS 512K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 5M 17K –
VANGUARD INDEX FDS LARGE CAP ETF 2M 8K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 1M 27K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 279K 5K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 60K –
VANGUARD MALVERN FDS STRM INFPROIDX 599K 12K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 38K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 7M 82K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 8M 102K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 499K 3K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 85K –
VANGUARD WELLINGTON FD SHORT TRM TAX EX 603K 6K –
VISA INC COM CL A 2M 7K –
WALMART INC COM 786K 12K –