Stone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Stone Wealth Partners reports 375 clients. They include 347 individual clients and 28 high-net-worth individuals. Of its assets, 99.3% ($142M across 728 accounts) are managed with discretion; $937K across 22 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 44% |
| High-net-worth individuals | 7% | 56% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 347 | $62.7M | 43.9% | $181K |
| High-net-worth individuals | 28 | $80.1M | 56.1% | $2.86M |
| Total | 375 | $143M | 100% | $381K |
- Clients
- 347
- Regulatory AUM
- $62.7M
- AUM share
- 43.9%
- Avg. per client
- $181K
- Clients
- 28
- Regulatory AUM
- $80.1M
- AUM share
- 56.1%
- Avg. per client
- $2.86M
Total
- Clients
- 375
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- $381K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stone Wealth Partners charges 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial consulting
- Financial consulting is billed at $200 an hour, or a fixed fee of $1,500 to $2,500, negotiable and due on completion.
- Financial planning
- Financial planning is billed at $200 an hour, or a fixed fee of $1,500 to $2,500, negotiable and due on completion.
- Pension consulting
- Pension consulting is billed at $200 an hour, or a fixed fee of $1,500 to $2,500, negotiated with the plan sponsor.
Walter Wiltz owns 50% to 75% of Stone Wealth Partners. The leadership team of Stone Wealth Partners includes Chief Compliance Officer Walter Wiltz. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 5 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Stone Wealth Partners LLC
Walter Wiltz
Control person · since November 2019
- Owns 50% to 75% of Stone Wealth Partners LLC
Richard Hebert
Control person · since November 2019
Stone Wealth Partners’ regulatory assets grew from $102M (February 2024) to $143M (September 2026); clients rose from 329 to 375 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $143M | 375 | 6 | 2 |
| Apr 2025April 2025 | $118M | 342 | 5 | 2 |
| Feb 2024February 2024 | $102M | 329 | 5 | 2 |
Besides its headquarters, Stone Wealth Partners has 1 office, with 2 listed addresses in 1 state.
Louisiana · 2 listed addresses
- 1200 Camellia, Suite 101, LafayetteHQ
- 1819 W. Pinhook RD, Lafayette
Other business names
Stone Wealth Partners has reported 1 other business name to the SEC.
- Stone Wealth Partners
Contact and registration details
- Legal name
- Stone Wealth Partners LLC
- Headquarters
- 1200 Camellia, Suite 101, Lafayette, LA 70508
- Website
- stone-wealth.com
- Phone
- 337-660-2334
- SEC file
- 801-129772
- Structure
- Louisiana LLC
- Fiscal year end
- December
Stone Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($142M). Stone Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $142M100%
At year end, Stone Wealth Partners’ separately managed accounts were mostly in stocks (77%) and bonds (18%).
What the accounts hold
- Stocks77%
- Bonds18%
- Investment grade corporate bonds12%
- U.S. government and agency bonds5%
- State and local bonds1%
- Cash2%
- Other3%
- Reits and convertible bonds, structured notes3%
How many clients does Stone Wealth Partners have?
Stone Wealth Partners has 375 clients and manages $143 million for them, as of September 2026. They include 347 individual clients and 28 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Stone Wealth Partners offer?
Stone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stone Wealth Partners charge?
Stone Wealth Partners charges 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: STONE WEALTH PARTNERS LLC ADV BROCHURE PART 2, filed 17 March 2026
Which custodians does Stone Wealth Partners use?
Stone Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $142M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Stone Wealth Partners have?
Stone Wealth Partners has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stone Wealth Partners invest in?
At the end of its last fiscal year, Stone Wealth Partners’ separately managed accounts held 77% exchange-traded equities, 12% investment grade corporate bonds, 5% U.S. government and agency bonds, 3% other, 2% cash and equivalents and 1% state and local bonds. The 3% other category is described as: Reits and Convertible Bonds, Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stone Wealth Partners?
Stone Wealth Partners’ direct owners are Walter Wiltz (50% to 75%) and Richard Hebert (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Stone Wealth Partners get paid?
Stone Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stone Wealth Partners?
Stone Wealth Partners’ main office is at 1200 Camellia, Suite 101, Lafayette, LA 70508. Its phone number is 337-660-2334. Its website is stone-wealth.com.