Stonewater Wealth Management, Inc.
Stonewater Wealth Management, Inc. is an SEC-registered mass-market adviser with $33.4M assets under management (AUM, regulatory AUM), -74% over one year. See who owns Stonewater Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164953, data through 2022-03-23.
- AUM (assets under management / regulatory AUM)
- $33.4M (2022-03-23)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 409
- CRD
- 164953
- Ownership
- SHARP, MICHAEL, RAY
How much AUM does Stonewater Wealth Management, Inc. have?
Stonewater Wealth Management, Inc. reported $33.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-03-23).
Who owns Stonewater Wealth Management, Inc.?
Disclosed owners and executives of Stonewater Wealth Management, Inc. include SHARP, MICHAEL, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.