STONEWATER WEALTH MANAGEMENT, INC.

Overview

Stonewater Wealth Management, Inc. is a small, SEC‑registered advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as a corporation but is owned by an individual, and it charges fees as a percentage of assets under management. Its client base is a mix of individual and family clients and some institutional relationships. Stonewater combines investment advisory with insurance brokerage and accounting services, which informs how it structures client solutions—particularly around annuities and insurance-based products. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and uses those as the primary portfolio building blocks. It is not an active ESG investor and is not registered as a multi‑state adviser, suggesting a geographically concentrated client footprint. Stonewater’s approach blends traditional equity allocations with selective use of alternative vehicles when appropriate for client objectives and accredited status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices