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Stone Wall Money Management LLC

Updated today

Client assets under management

$8,810,906

Clients

67

0% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

17

Very Low

Average account size

$131,506

About

The firm provides investment advisory and portfolio management services to individual and high‑net‑worth clients through discretionary and non‑discretionary managed accounts, offering recommendations across cash, equities, mutual funds, bonds and annuities. It may also recommend unaffiliated third‑party sub‑advisors to manage all or a portion of client assets and allows clients to impose written restrictions on investments.

Its investment process is driven by client objectives, time horizon, and risk tolerance and incorporates methods such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies, with an explicit emphasis on preserving purchasing power over the long term. The firm conducts at least quarterly account reviews, supervises any recommended sub‑advisors, and discloses that certain service providers incorporate artificial intelligence components and are subject to periodic vendor due diligence.

Distinctive features include operating multiple office locations while maintaining a small advisory team, an operational footprint that is uncommon among similarly sized supported firms, and being a recently established, owner‑operated registered adviser. The firm also discloses that some employees are licensed insurance agents who may offer commissionable insurance products (limited in scope) and generally recommends an independent custodian relationship for execution and custody.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Percentage

1.50% annually

Main office location

Stone Wall Money Management LLC

100 Beard Sawmill Road, Suite 275

Shelton CT 06484, United States

Number of offices

5

Most active in

Connecticut

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Michael L

Series 63, Series 65

Shelton, CT

Stone Wall Money Management LLC

Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.

Annuities
user avatar

Anthony P

Series 63, Series 66

Shelton, CT

Stone Wall Money Management LLC

Anthony Pisani is a financial advisor at Stone Wall Money Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Key Investment Services. Pisani is also an insurance agent at Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment approach focuses on client objectives, time horizon, and risk tolerance, using strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Annuities
user avatar

Crystal C

Series 63, Series 65

Shelton, CT

Stone Wall Money Management LLC

Crystal Collado is a financial advisor at Stone Wall Money Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC and J. Davenport Advisors, LLC. Collado is also a commissioned insurance agent and a notary public in Connecticut. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients using discretionary and non-discretionary accounts. The firm’s investment approach emphasizes client objectives, risk tolerance, and preserving purchasing power through methods such as asset allocation and technical analysis, while maintaining a small advisory team across multiple office locations.

Annuities
user avatar

Robert B

Series 66

Shelton, CT

Stone Wall Money Management LLC

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Money Concepts Capital Corp and Artisan Wealth Management. Outside of finance, he has experience as a camp counselor and has worked at the State Treasurer's Office. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies based on client objectives, time horizon, and risk tolerance. The firm offers discretionary and non-discretionary managed accounts across various asset classes and incorporates methods such as asset allocation and technical analysis, with a focus on preserving purchasing power over the long term.

Annuities
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