Stonebrook Wealth Partners
Financial Services • 
2600 N Military Trail Ste 290, Boca Raton, United States • 1-10 Employees
Company overview
| Headquarters | 2600 N Military Trail Ste 290, Boca Raton, Florida 33431, US |
| Phone number | +19148215650 |
| Website | |
| NAICS | 52 |
| Keywords | Education Planning, Retirement Planning, Insurance, Financial Planning, Investment Management, Estate Investment Management |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Stonebrook Wealth Partners
Francisco Blanco
Founder | Managing Partner | Wealth Advisor
Stonebrook Wealth Partners Email Formats
Stonebrook Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@stonebrookwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stonebrookwealth.com | 100% |
About Stonebrook Wealth Partners
Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. Stonebrook utilizes LPL Financial (member FINRA/SIPC) as its custodian. We work with a geographically dispersed clientele across the nation and have offices in New York and South Florida. The name Stonebrook is derived from the words “stone” meaning strong, and “brook” meaning stream. We are dedicated to helping our clients build a strong retirement income stream. As an independent wealth management firm, Stonebrook serves in a fiduciary capacity in all advisory relationships. We do not have sales quotas or sell proprietary products. We work with many of the world’s largest and most respected asset managers, and have exclusive access to world class market research by leading investment banks and analysts. Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC (sipc.org). The financial professionals associated with Stonebrook Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.stonebrookwealth.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Stonebrook Wealth Partners revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stonebrook Wealth Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Stonebrook Wealth Partners has never raised funding before.
Stonebrook Wealth Partners Tech Stack
Discover the technologies and tools that power Stonebrook Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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United Arab Emirates
Luxembourg
Canada
Frequently asked questions
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