Stone Lake Wealth Management
Financial Services • 
Riverside, Connecticut, United States • 1-10 Employees
Company overview
| Headquarters | 1 Lake Dr, Riverside, Connecticut 06878, US |
| Phone number | +12033400251 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Stocks, Investment, Bonds, Portfolio Management |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at Stone Lake Wealth Management
Sumit Kumar
Founder, Owner
Stone Lake Wealth Management Email Formats
Stone Lake Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@stonelakewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stonelakewealth.com | 100% |
About Stone Lake Wealth Management
Stone Lake Wealth Management's concept in wealth management is one that is driven by your goals, predicated on aligned incentives, and managed by a seasoned professional who knows how to mitigate risk and investment with discipline. I founded Stone Lake Wealth Management with the singular goal of giving our clients the best chance of turning savings into wealth by utilizing principles grounded in the academic work of Modern Portfolio Theory and supported by decades of historical market data.
Stone Lake Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stone Lake Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Stone Lake Wealth Management has never raised funding before.
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