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Building 2STONE OAK WEALTH MANAGEMENT, LLC

Map pinSAN ANTONIO, TX
Phone210-339-2707
NotebookSEC #801-118782
Total AUM
$355.6M
Employees
7
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19026 RIDGEWOOD PARKWAY
SUITE 134
SAN ANTONIO
TX 78259
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
210-339-2707
Other Offices
1

ReceiptFinancials

Total AUM
$355.6M
Accounts
943
Discretionary
$355.6M
Accounts
943
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
183
AUM
$58.9M
HNW Individual Clients
85
AUM
$282.6M
Pension/Profit Sharing Plan Clients
22
AUM
$13.3M
Charitable Organization Clients
3
AUM
$792K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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