SourcingSourcing

STONECREST WEALTH MANAGEMENT, INC

C45
CRD 311404·SEC 801-119878·CHANDLER, AZ
AUM
$375.8M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONECREST WEALTH MANAGEMENT, INC
CRD
311404
SEC file #
801-119878
EIN
860580021
DBA names
—

Economics

AUM
$375.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$202.9M → $375.8M▲ +85%
Client mix
Individuals Other274
Individuals High Net Worth111

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
CHANDLER AZ
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
facebook.com/kcmahan42(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAHAN, KEITH, CASEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MAHAN, KEITH, CASEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:stonecrest.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002008409
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-01-22
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001951757-26-000528

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3147
Soi Zip Pct 200k Plus
0.0961
Soi Zip Returns 200k Plus
1940
Soi Zip Total AGI
2,163,893
Fdic Zip Total Deposits
56,116,227,000
Fdic Zip Branch Count
316
Fdic Zip Top Banks
Western Alliance Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
118 S KYRENE ROADSUITE 4CHANDLER, AZ 85226
Business
118 S KYRENE ROADSUITE 4CHANDLER, AZ 85226
Edgar EIN
860580021
Edgar Recent Filings
13F-HR2026-04-08 · 0001951757-26-000528
13F-HR2026-01-16 · 0001951757-26-000215
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationChandler, AZ
First Interstate Bank of Arizona, National AssociationChandler, AZ
Fdic Zip HHI
5686.04
Fdic Zip Top Bank Share Pct
74.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,477
Returns3,950
Stub 2
AGI156,149
Returns4,140
Stub 3
AGI215,180
Returns3,490
Soi Zip Total Business Income
43,061
Soi Zip Total Cap Gains
113,970
Soi Zip Total Dividends
37,763
Soi Zip Total Returns
20,180
Top Owner CRD
2293433
Trust Company Affiliate
No

People (3)

3
MAHAN, KEITH, CASEY
IAR · Direct Owner · 87.5%
2293433
Brian Wiscombe
IAR
6278608
Christian Mahan
IAR
6882687