Stone Wealth Partners LLC

Overview

Stone Wealth Partners LLC is an SEC registered investment adviser based in Lafayette, LA, registered since 2020. It reports $143M in assets under management across 750 accounts, with 6 employees. It has 7 investment adviser representatives.

Reported AUM

$143M

Discretionary

99%

Accounts

750

Average account

$191K

Employees

6

Advisory reps

7

Registered since

2020

Jurisdictions

3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Walter Joseph Wiltz IV Manager, Member, Chief Compliance Officer CRD 6118859
• Richard Alexander Hebert Manager, Member CRD 5882455

Advisory reps 3 of 7

• William Curtis Butcher Investment Adviser Rep CRD 7008950
• Terry James Delhomme II Investment Adviser Rep CRD 5592888
• Sara Elizabeth Girouard Investment Adviser Rep CRD 7818630

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1200 Camellia Blvd Ste 101
Lafayette, LA 70508

County

Lafayette

Metro area

Lafayette, LA

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: stone-wealth.com

Every state, with registration dates

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