Stone Wealth Partners

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

2701 Johnston St Ste 310, Lafayette, Lou...

Phone Number

(337) 660-2334

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
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1
1

About Stone Wealth Partners

Stone Wealth Partners offers a range of financial services including asset management, financial planning, retirement planning, and investment planning. They cater to various clients, including business owners, providing tailored financial solutions. The firm emphasizes a comprehensive approach to wealth management, ensuring clients can plan, invest, and enjoy their financial futures. Their resources include financial calculators and a client portal for enhanced service delivery.Explore more
Stone Wealth Partners's Social MediaPopular SearchesStone Wealth Partners LLCStone Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Stone Wealth Partners Org Chart

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HM
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Senior Manager, Wealth

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BW
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Partner and Investment Advisor

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AH
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Partner

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Compare Similar Companies to Stone Wealth Partners

Compare insights from companies similar to Stone Wealth Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stone Wealth Partners

<$5M
1-10
Private
-
-
HM
Hunter McClendonSenior Manager, Wealth
$8.1M
11-50
Private
-
2005
N/A
<$5M
11-50
Private
-
-
EM
Elizabeth MurrayDirector, Operations
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2000
TT
Tanee TimmonsPension Administrator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stone Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stone Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stone Wealth Partners.

Stone Wealth Partners Tech Stack

A closer look at the technologies used by Stone Wealth Partners

Stone Wealth Partners News & Media

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Frequently Asked Questions Regarding Stone Wealth Partners

What is Stone Wealth Partners's official website?
Stone Wealth Partners's official website is www.stone-wealth.com
What is Stone Wealth Partners's Revenue?
Stone Wealth Partners's revenue is <$5 Million
What is Stone Wealth Partners's SIC code?
Stone Wealth Partners's SIC: 62,628
What is Stone Wealth Partners's NAICS code?
Stone Wealth Partners's NAICS: 52,523
How many employees does Stone Wealth Partners have?
Stone Wealth Partners has 1-10 employees
What industry does Stone Wealth Partners belong to?
Stone Wealth Partners is in the industry of: Finance, Securities Trading
What is Stone Wealth Partners competition?
Stone Wealth Partners top competitors include: Court Place Advisors, 401K Plan Services, Strong Legacy Planning, Generational Strategies Group
What technology does Stone Wealth Partners use?
Some of the popular technologies that Stone Wealth Partners uses are: Drupal, AddToAny, Adobe Typekit, Microsoft 365
How do I contact Stone Wealth Partners?
Stone Wealth Partners contact info: Phone number: (337) 660-2334 Website: www.stone-wealth.com
What does Stone Wealth Partners do?

Stone Wealth Partners offers a range of financial services including asset management, financial planning, retirement planning, and investment planning. They cater to various clients, including business owners, providing tailored financial solutions. The firm emphasizes a comprehensive approach to wealth management, ensuring clients can plan, inves... t, and enjoy their financial futures. Their resources include financial calculators and a client portal for enhanced service delivery.Read More

What are Stone Wealth Partners social media links?
Stone Wealth Partners Linkedin page
Is Stone Wealth Partners a public company?
Stone Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Stone Wealth Partners

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