This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$444MItem 5.F on the latest filing (2026-01-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$444M

Private client RAUM

$444MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$148Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

231

Individual clients

81

High net worth clients

150

SEC number

801-123157

CRD

315438

Filings on the tape

22

First filed

Jan 4, 2022

Latest filed

Jan 14, 2026

Organised

Limited Liability Company, FL

Website

stonesummitwealth.com

• Occurred

  Jan 14, 2022
  Control person joined

  Otto Jeremiah Spitzberg (Founding Partner) appeared on Schedule A of Stone Summit Wealth Llc

  Form ADVobserved 4 days ago
• Occurred

  Jan 4, 2022
  First Form ADV filing

  Stone Point Wealth Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ccb14340-54e5-a2a3-92e2-76b6414d26cd

First observed

Jan 4, 2022

Last observed

Jan 14, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.