Mark Lund
Stonecreek Wealth Advisors · South Jordan, Utah
Mark Lund is a fee-only financial advisor at Stonecreek Wealth Advisors in South Jordan, Utah. Stonecreek Wealth Advisors reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Stonecreek Wealth Advisors |
|---|---|
| Based in | South Jordan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Assets under management | $79.8M across 277 accounts |
| SEC registration | Investment adviser representative in UT · CRD 3193382 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stonecreekwealthadvisors.com |
| Profile |
How Mark's firm compares
- Stonecreek Wealth Advisors's average account is about $288,000, from its Form ADV (assets managed divided by 277 accounts).
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Questions about Mark
Is Mark Lund a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Stonecreek Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Stonecreek Wealth Advisors, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Mark Lund based?
Mark Lund is based in South Jordan, Utah.
Is Mark Lund registered with the SEC?
Yes. Mark Lund is registered as an investment adviser representative in UT (CRD 3193382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonecreek Wealth Advisors manage?
Stonecreek Wealth Advisors reports $79.8M across 277 accounts in assets under management.
How do I contact Mark Lund?
Through Mark's website, www.stonecreekwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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