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Stone Oak Wealth Management, LLC

● SEC registered since 2020CRD 288217SEC# 801-118782San Antonio, TX
Export (members)
Reg. AUM
$338.6M
Employees
7
Accounts
943
Location
San Antonio, TX

Stone Oak Wealth Management, LLC assets under management

Stone Oak Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2020. It reports $338.6 million in regulatory assets under management and employs 7 people.
twitter.com/stoneoakwealthView on SEC.gov ↗

Stone Oak Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Ryan Thompson ControlManaging Member/President/CeoOver 75%2005
John Joseph Dallahan ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Stone Oak Wealth Management, LLC manage?

Stone Oak Wealth Management, LLC reports $338.6 million in regulatory assets under management on its Form ADV.

How many employees does Stone Oak Wealth Management, LLC have?

Stone Oak Wealth Management, LLC reports 7 employees.

Where is Stone Oak Wealth Management, LLC located?

Stone Oak Wealth Management, LLC is based in San Antonio, TX and has been SEC-registered since 2020.

Does Stone Oak Wealth Management, LLC disclose fund performance?

Stone Oak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259
Phone210-339-2707
Fax888-738-2621
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$338.6M
Non-discretionary$0
Total (RAUM)$338.6M