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William Steiner

Stoneholt Wealth

Lake Oswego, OR

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Current Employers
Stoneholt Wealth

Lake Oswego, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-30
  • OR RA
    APPROVED
    Since 2026-01-30

Branch Locations

Lake Oswego, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Salesforce San Francisco CA 08/2015 04/2021
Big Later Bend OR 10/2019 04/2022
Altruist Los Angeles CA 04/2022 10/2025
Stoneholt Wealth Llc Lake Oswego OR 01/2025 Present
  • 08/2015 → 04/2021
    Salesforce
    San Francisco, CA
  • 10/2019 → 04/2022
    Big Later
    Bend, OR
  • 04/2022 → 10/2025
    Altruist
    Los Angeles, CA
  • 01/2025 → Present
    Stoneholt Wealth Llc
    Lake Oswego, OR
Other Businesses

William Steiner is currently employed as a Freelance Marketing Consultant. This activity takes place outside of trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-11
  • S65 Uniform Investment Adviser Law Examination
    2025-12-11

View on SEC IAPD

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