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Stonegate Wealth Management, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Stonegate Wealth Management, LLC operates in the financial services sector as a wealth management firm serving families across several states. The firm emphasizes integrity, expertise, personal service, and professional standards as core elements of its approach, and it manages a portfolio of assets on behalf of clients. Its client base includes more than 200 families, and the firm collectively oversees hundreds of millions in assets, offering strategies aimed at promoting financial independence, reducing financial risk, and managing portfolio volatility while supporting multigenerational planning.

Find Stonegate Wealth Management, LLC employees' phone numbers or email addresses

Stonegate Wealth Management, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Stonegate Wealth Management, LLC's Leadership

  • Chief Operating Officer at Stonegate Wealth Management, LLC
    R. P.
    Chief Operating Officer
    Mobile Phone
  • Financial Planner at Stonegate Wealth Management, LLC
    M. B.
    Financial Planner
    Mobile Phone
  • Financial Planner at Stonegate Wealth Management, LLC
    A. H.
    Financial Planner
    Mobile Phone

Stonegate Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Stonegate Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Stonegate Wealth Management, LLC
    R. P.
    Chief Operating Officer
    Mobile Phone
    United States, North Carolina
    Oct 17, 2024
  • Financial Planner at Stonegate Wealth Management, LLC
    M. B.
    Financial Planner
    Mobile Phone
    United States, New Jersey
    Nov 16, 2025
  • Financial Planner at Stonegate Wealth Management, LLC
    A. H.
    Financial Planner
    Mobile Phone
    United States, New Jersey
    Sep 17, 2024

Frequently Asked Questions

What is Stonegate Wealth Management, LLC known for?

Minus sign iconPlus sign iconStonegate Wealth Management, LLC operates in the Financial Services industry. You can contact Stonegate Wealth Management, LLC's main corporate office by phone at
+1-201-791-****
. Explore Stonegate Wealth Management, LLC's company overview page for more information.

What is Stonegate Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconStonegate Wealth Management, LLC employees' email format typically follows the pattern of FirstL@stonegatewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Stonegate Wealth Management, LLC email formats with LeadIQ.

How many employees does Stonegate Wealth Management, LLC have currently?

Minus sign iconPlus sign iconStonegate Wealth Management, LLC has approximately 3 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Stonegate Wealth Management, LLC's key employees and leadership?

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As of August 2026, Stonegate Wealth Management, LLC's key employees include:

  • Chief Operating Officer: R. P.
  • Financial Planner: M. B.
  • Financial Planner: A. H.

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