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Home > Retirement Planners > texas > san antonio > STONE OAK WEALTH MANAGEMENT, LLC
STONE OAK WEALTH MANAGEMENT, LLC
19026 Ridgewood Parkway
Suite 134
San Antonio, Texas 78259
Tel: 210-339-2707
About STONE OAK WEALTH MANAGEMENT, LLC
STONE OAK WEALTH MANAGEMENT, LLC, formally registered with the SEC as STONE OAK WEALTH MANAGEMENT, LLC. The firm was established in 05/26/2020. They have over 2 offices throughout the country.
STONE OAK WEALTH MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $302,337,767 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288217 |
| SEC# | 801-118782 |
| Assets Managed by Firm | $302,337,767 |
| No. of Clients | 286 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 286 | $302,337,767 |
| Individuals (other than high net worth individuals) | 115 | $31,224,732 |
| High net worth individuals | 136 | $218,029,120 |
| Pension and profit sharing plans | 22 | $31,785,953 |
| Charitable organizations | 7 | $11,685,519 |
| Corporations or other businesses | 6 | $9,612,443 |
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