Walter Wiltz has been Manager / Member / Chief Compliance Officer of Stone Wealth Partners since November 2019, is a control person of the firm and directly owns between 50% and 75% of it. Walter Wiltz studied at Louisiana State University.
Stone Wealth Partners LLC is a Lafayette, LA firm with $143M under management, 375 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Beau Wiltz is Partner of Stone Wealth Partners, based in Lafayette, LA. He began his professional career in consumer lending in 2012, then joined a regional bank as a financial advisor. In 2016 he became a Registered Investment Advisor and started his own firm; he and Alex Hebert formed Stone Wealth Partners in 2020.
Walter Wiltz’s longest registration is the current one, 6 years at Stone Wealth Partners since 2020. Before joining Stone Wealth Partners in 2020, Walter Wiltz was registered through Parish Investment Advisors LLC and Infinex Investments, Inc.
- Stone Wealth Partners LLCCurrent– present · 6 yearsLafayette, LA · Adviser representative · Firm CRD 308429
- Parish Investment Advisors LLC– · 3 yearsLafayette, LA · Adviser representative · Firm CRD 284770
- Infinex Investments, Inc.– · under a yearLafayette, LA · Adviser representative · Firm CRD 35371
- Essex National Securities, LLC– · 1 yearLafayette, LA · Adviser representative · Firm CRD 25454
Investment adviser representative registrations
Walter Wiltz is registered as an investment adviser representative in 2 states. The first approvals date from April 2020; the most recent is Texas, in May 2020.
- LouisianaSince 9 April 2020
- TexasSince 13 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 January 2015 |
| Series 7 | General Securities Representative Examination | 24 February 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Walter Joseph Wiltz
- CRD
- 6118859
- Firm
- Stone Wealth Partners · CRD 308429
- Role
- Manager / Member / Chief Compliance Officer
- Office
- 1200 CAMELLIA, SUITE 101, Lafayette, LA 70508
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stone-wealth.com
Where does Walter Wiltz work?
Walter Wiltz has been Manager / Member / Chief Compliance Officer of Stone Wealth Partners LLC since November 2019, and is a control person of the firm.
Is Walter Wiltz a financial advisor?
Yes. Walter Wiltz has a current investment-adviser registration in Louisiana and Texas, through Stone Wealth Partners since April 2020.
How many years of experience does Walter Wiltz have?
Walter Wiltz has 11 years in the financial industry, since March 2015, across 4 adviser firms.
What exams has Walter Wiltz passed?
Walter Wiltz has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in September 2012. FINRA credited Walter Wiltz with the SIE, which began in October 2018.
Where did Walter Wiltz work before Stone Wealth Partners?
Before Stone Wealth Partners, Walter Wiltz was registered through Infinex Investments, Inc., July 2016 to July 2016; Essex National Securities, LLC, January 2015 to July 2016.
Where is Walter Wiltz based?
Walter Wiltz’s registered office is in Lafayette, LA.
Is Walter Wiltz registered with FINRA?
No. Walter Wiltz has no current broker registration.
How can I verify Walter Wiltz’s record?
Search CRD 6118859 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Walter Wiltz’s full registration record.