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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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