TYLER-STONE WEALTH MANAGEMENT, LLC

Latest filing: Mar 27, 2025 (98 days ago)
View on IAPD
Adviser Website

AUM

$598,935,800
30% change vs. 1 year ago
28% change vs. 3 years ago
94% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

25
-4% change vs. 1 year ago
32% change vs. 3 years ago
32% change vs. 5 years ago
19% change vs. 10 years ago

Main Office

BEACHWOOD, OH
3601 GREEN ROAD, BEACHWOOD, OH, UNITED STATES, 44122

Client AUM

Discretion AUM
Discretionary $0.6
Non-Discretionary $0.0
Total $0.6
Client AUM
Retail $0.6
Pooled $0.0
Institutional $0.0
Total $0.6
Retail Accounts AUM
Individual 704 $0.1
Average Individual AUM $203,793
HNW 501 $0.4
Average HNW AUM $842,825
Retail Total 1,205 $0.6
Average Retail AUM $469,482

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
LPL FINANCIAL LLC BOSTON-MA-USA $0.5

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.6
Retail SMA AUM $0.6
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 28% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 1% $0.0
HY Credit 3% $0.0
Derivatives 6% $0.0
Investment Companies 63% $0.4
Other Pools 0% $0.0
Cash 4% $0.0
Other 0% $0.0
Total 106% $0.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
TYLER-STONE GROUP $0.0 -
KRISTIN MIGNOGNA $0.0 accountancy -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
STONE, MARC, HAMILTON MEMBER AND CHIEF COMPLIANCE OFFICER
TYLER, WILLIAM, PHILIP MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

20 active representatives found

Name City State Exams Designations
ERIC HEFFKE BEACHWOOD OH S63|2007-09-18
MARIA SIKORA BEACHWOOD OH S63|1995-01-31
THOMAS DOWD BEACHWOOD OH S63|1999-08-12|S65|1999-08-17 CERTIFIED FINANCIAL PLANNER
STUART ABRAMS BEACHWOOD OH S63|2011-01-26
KRISTEN MIGNOGNA BEACHWOOD OH S66|2019-11-20
MATTHEW DARCY BEACHWOOD OH S66|2000-12-14 CERTIFIED FINANCIAL PLANNER
TINA HALLIER BEACHWOOD OH S63|2004-05-05
JONATHAN HARTZLER BEACHWOOD OH S63|2006-07-10 CHARTERED FINANCIAL ANALYST
JEAN STEFANOV BEACHWOOD OH S63|2005-05-25
WILLIAM DIMENNA BEACHWOOD OH S66|2019-01-17
DANIEL BRALLIAR BEACHWOOD OH S63|1997-06-13
WILLIAM TYLER BEACHWOOD OH S63|1987-09-09 CERTIFIED FINANCIAL PLANNER
STEPHANIE STONE BEACHWOOD OH S66|2021-11-16
JONATHAN SCHONFELD BEACHWOOD OH S63|2008-02-22|S66|2008-07-11
JOHN CINGEL BEACHWOOD OH S63|1991-12-09
JAY SCHONFELD BEACHWOOD OH S63|1993-01-08 CHARTERED FINANCIAL CONSULTANT
GREGORY HARRIS BEACHWOOD OH S66|2000-12-08
WILLIAM DIMENNA BEACHWOOD OH S63|1984-06-20
MARC STONE BEACHWOOD OH S63|1994-05-31 CERTIFIED FINANCIAL PLANNER
KAREN FRANKINO BEACHWOOD OH S66|2022-03-26

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.6 $0.0 0% 25 0 0%
2025-04-21 $0.6 $0.0 0% 25 0 0%
2024-04-02 $0.5 $0.1 30% 26 -1 -4%
2023-04-04 $0.4 $0.2 53% 25 0 0%
2022-04-01 $0.5 $0.1 28% 19 6 32%
2021-04-05 $0.3 $0.3 72% 19 6 32%
2020-04-01 $0.3 $0.3 94% 19 6 32%
2019-04-01 $0.2 $0.4 193% 15 10 67%
2018-04-02 $0.2 $0.4 248% 15 10 67%
2017-04-01 $0.2 $0.4 299% 15 10 67%
2016-04-01 $0.1 $0.5 361% 16 9 56%
2015-04-01 $0.0 $0.0 0% 21 4 19%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
OH, AZ-04/28/2021, CA-01/22/2015, FL-01/22/2015, GA-01/22/2015, IL-01/22/2015, IN-01/22/2015, MA-06/16/2020, NC-01/24/2019, NH-06/04/2019, NY-01/22/2015, OH-01/22/2015, PA-03/04/2020, SC-03/30/2017, TX-01/22/2015
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV