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Stelvio Private Wealth registers with the SEC under the 120-day rule (Greenwich, CT)
New SEC adviser (120-day rule) · CRD 343939 · 801-137327 · effective 2026-09-17
Effective 2026-09-17. 2 employees (1 advisory). Notice-filed in CA, CT. Limited Liability Company (CT).
120-day rule (must reach $100M RAUM)No website listed
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance
- Custodian / clearing