Stone Oak Wealth Management, LLC
● SEC registered since 2020CRD 288217SEC# 801-118782San Antonio, TX
Reg. AUM
$355.6M
Employees
7
Accounts
943
Location
San Antonio, TX
Stone Oak Wealth Management, LLC assets under management
Stone Oak Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2020. It reports $355.6 million in regulatory assets under management and employs 7 people.
Stone Oak Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Escobedo | Chief Operating Officer | Under 5% | 2021 |
| Gregory Ryan Thompson Control | Managing Member/President/Ceo | Over 75% | 2005 |
| John Joseph Dallahan Control | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Stone Oak Wealth Management, LLC manage?
Stone Oak Wealth Management, LLC reports $355.6 million in regulatory assets under management on its Form ADV.
How many employees does Stone Oak Wealth Management, LLC have?
Stone Oak Wealth Management, LLC reports 7 employees.
Where is Stone Oak Wealth Management, LLC located?
Stone Oak Wealth Management, LLC is based in San Antonio, TX and has been SEC-registered since 2020.
Does Stone Oak Wealth Management, LLC disclose fund performance?
Stone Oak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259 |
| Phone | 210-339-2707 |
| Fax | 888-738-2621 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$355.6M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$355.6Mregulatory AUM
Discretionary $355.6M