Stone Oak Wealth Management, LLC
Stone Oak Wealth Management, LLC is an SEC-registered wealth manager in San Antonio, TX with $355.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Stone Oak Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288217, SEC 801-118782, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $355.6M (2026-03-29)
- Firm type
- Wealth Manager
- Location
- San Antonio, TX
- Employees
- 7
- Clients
- 293
- CRD
- 288217
- Ownership
- DALLAHAN, JOHN, JOSEPH; THOMPSON, GREGORY, RYAN; THOMPSON, GREG; Escobedo, Christopher, James
How much AUM does Stone Oak Wealth Management, LLC have?
Stone Oak Wealth Management, LLC reported $355.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Stone Oak Wealth Management, LLC?
Disclosed owners and executives of Stone Oak Wealth Management, LLC include DALLAHAN, JOHN, JOSEPH, THOMPSON, GREGORY, RYAN, THOMPSON, GREG, Escobedo, Christopher, James. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.