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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stone Oak Wealth Management LLC
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| CRD # | 288217 |
| SEC # | 801-118782 |
| CIK # | |
| AUM | $338.6 M (2025-05-06) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 210-339-2707 |
| Address | 19026 Ridgewood Parkway San Antonio, TX 78259 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 167.9 |
| (b) Individuals (high net worth individuals) | 76 | 147.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 11.1 |
| (h) Charitable organizations | 3 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 943 | 338.6 |
| By Discretionary | ||
| Discretionary | 943 | 338.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 943 | 338.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.6 | |
| Total | 943 | 338.6 |
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|---|---|---|
|
Caldwell Advisors LLC
✚
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TN | 0.3 |
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Cresap Inc
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PA | 0.3 |
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CA | 0.3 |
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Noble Wealth Management PBC
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Harrington Investments Incorporated
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|
Global Assets Advisory LLC
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FL | 0.3 |
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IDB LIDO Wealth LLC
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NY | 0.3 |
|
Flywheel Private Wealth LLC
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CA | 0.3 |
|
The Pitti Group Wealth Management LLC
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NY | 0.3 |
|
Interactive Financial Advisors Inc
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IL | 0.3 |