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STONECREEK PRIVATE WEALTH, LLC
CRD 323473 · SEC 801-132484
TX, United States
Phone
214-415-6726
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.3M
Discretionary AUM
$193.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $494K |
| High net worth individuals | 62 | $192.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD