StoneCrest Wealth Management, Inc Revenue
Financial Services • 
Chandler, Arizona, United States • 1-10 Employees
StoneCrest Wealth Management, Inc 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 |
Key Contact at StoneCrest Wealth Management, Inc
Casey Mahan
President and Managing Principal
Company overview
| Headquarters | 118 S. Kyrene Road, Suite 4, Chandler, AZ 85226, US |
| Phone number | +16022589400 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Insurance Planning, Retirement Planning, Financial Planning, Investment Management, Wealth Coaching |
| Founded | 1987 |
| Employees | 1-10 |
| Socials |
StoneCrest Wealth Management, Inc Email Formats
StoneCrest Wealth Management, Inc uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@stonecrestwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@stonecrestwealth.com | 50% |
{first name}.{last name} | john.doe@stonecrestwealth.com | 50% |
About StoneCrest Wealth Management, Inc
"Guiding Your Prosperity. Trusted wealth management for select high-net-worth individuals, families and business owners." StoneCrest Wealth Management and our affiliates have been providing trusted investment management and financial planning services to high-net-worth individuals and business owners since 1987. Based in Chandler, Arizona, we provide comprehensive wealth management to a select group of clients across the country. The integration of personalized financial planning services with the innovative investment platform provided by our strategic partner, Capital Analysts Incorporated (CAI), enables us to offer a unique level of wealth management service to every one of our valued clients. Our comprehensive approach helps provide confidence in an ever-changing, dynamic financial world. Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc., Registered Investment Advisors. Securities offered through Lincoln Investment Planning, Inc.- Broker Dealer- Member FINRA/SIPC, www.lincolninvestment.com. StoneCrest Wealth Management and the above firms are independent, non-affiliated entities. This profile should not be considered an offer or solicitation to buy/sell securities, nor shall any such security be offered/sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive/static content provided by third parties are not prepared by the firm nor verified by the firm.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
StoneCrest Wealth Management, Inc has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
StoneCrest Wealth Management, Inc has never raised funding before.
StoneCrest Wealth Management, Inc Tech Stack
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Frequently asked questions
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