Stonewater Wealth Management, Inc.

RIAState Registered

Total AUM

$45.9M

Discretionary

$45.9M

100% of AUM

Avg account

$103K

Accounts

445

Employees

3

Advisory reps

6

Firm details

Headquarters: Corpus Christi, Texas
CRD number: 164953
Registered since: February 22, 2018
Website: www.stonewaterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals73.96%
HNWI25.6%
State / Municipal Government0.44%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonewater Wealth Management, Inc. is a Texas-based wealth management firm that serves individual and family clients alongside some institutional relationships. The firm operates primarily as an advisory and portfolio management practice for individuals and small businesses and also conducts insurance brokerage and accounting activities. Revenue is generated on a percentage-of-assets-under-management fee model. Ownership is held by an individual principal and the firm is classified outside the large national RIA buckets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities83%
Cash & Cash Equivalents12%
US Government Bonds3%
State & Local Bonds2%

Owners & executives

1 of 1

Hope Garza
Chief Compliance OfficerCRD 7159990

Contacts

3 of 5

Ryan Hatton
AdvisorCRD 5790212
Michael Sharp
Managing PartnerCRD 4341733
Eduardo Campos
AdvisorCRD 7172249

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Corpus Christi, TX

Nueces

Location

Corpus Christi, TX

Headquartered in Corpus Christi, TX, anchoring the Corpus Christi-Kingsville-Alice, TX metro in the South.

Metro area: Corpus Christi-Kingsville-Alice, TX
Region: South
County: Nueces
Address: 4639 Corona Dr
Time zone: CT (UTC-6)
Office locations

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