Manager / Member · Stone Wealth Partners LLC
Richard A. Hebert
CRD 5882455 · Named on Form ADV at one SEC-registered adviser
At a glance
Stone Wealth Partners LLC, an SEC-registered wealth manager based in Lafayette, LA with $143 million in regulatory assets, lists Richard A. Hebert on its Form ADV as Manager / Member, a control person.
Firms and roles
- Stone Wealth Partners LLCManager / MemberWealth manager · Lafayette, LA · $143M in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Walter J. WiltzManager / Member / Chief Compliance Officer, Stone Wealth Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.