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STONE OAK WEALTH MANAGEMENT, LLC
CRD 288217 · SEC 801-118782
19026 RIDGEWOOD PARKWAY, SUITE 134, SAN ANTONIO, TX, 78259, United States
Phone
210-339-2707
Fax
888-738-2621
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$355.6M
Discretionary AUM
$355.6M
Team
7 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $58.9M |
| High net worth individuals | 85 | $282.6M |
| Pension/profit sharing plans | 22 | $13.3M |
| Charitable organizations | 3 | $792K |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD