STONE OAK WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 288217
- Registered since
- May 26, 2020
- Website
- stoneoakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.47%
- Individuals16.56%
- Pension & Profit Sharing Plans3.75%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stone Oak Wealth Management, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, operating chiefly on a percentage‑of‑AUM fee model. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting; the firm also functions as an insurance broker. Stone Oak identifies itself as a capital allocator and reports it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds60%
- Exchange Traded Equities18%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
Owners & executives
2 of 2Christopher Escobedo
Chief Operating OfficerCRD 8188432
JOHN DALLAHAN
Chief Compliance OfficerCRD 873919
Contacts
3 of 3NATHAN IMPELLIZZERI
Wealth Planning AdvisorCRD 7568156
CRISTINA RAFT
Registered Client Service AssociateCRD 1831026
GREGORY THOMPSON
President & Wealth AdvisorCRD 4233655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 19026 Ridgewood Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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