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Building 2STONEWATER WEALTH MANAGEMENT, INC.

Map pinCORPUS CHRISTI, TX
Phone(361) 482-0699
NotebookSEC #801-112490
Total AUM
$33.4M
Employees
4
Clients
409

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4639 CORONA DR
STE 9
CORPUS CHRISTI
TX 78411
United States
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
(361) 482-0699
Other Offices
1

ReceiptFinancials

Total AUM
$33.4M
Accounts
409
Discretionary
$22.3M
Accounts
404
Non-Discretionary
$11.1M
Accounts
5

ContactClients

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Individual Clients
404
AUM
$22.3M
Pension/Profit Sharing Plan Clients
5
AUM
$11.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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