STONE OAK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$355,563,087
Discretionary
$355,563,087
Non-discretionary
$0
Firm details
- CRD number
- 288217
- SEC file number
- 801-118782
- Main office
- SAN ANTONIO, TX, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.