Stone Wall Money Management LLC
% of assets managed in Shelton, CT
State registeredNo commissions reported
Public-record details
- Address
- 100 Beard Sawmill Road, Suite 275, Shelton, CT 06484
- Phone
- (203) 372-4442
- Listed under
- % of assets managed
- CRD number
- 331409
- Registration
- State registered: CT
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $8.8 million
- Accounts managed
- 78
- Clients reported (Form ADV 5.D)
- 67
- Individual / high-net-worth clients
- 67 / 0
- Employees
- 6
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-05-28
Read the official record
- SEC IAPD summary for CRD 331409 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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