SAN ANTONIO, TXCRD 288217Latest ADV March 29, 2026
Stone Oak Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 29, 2026, reports $356M in regulatory assets under management, 7 employees, 1 office, and 943 accounts.
Assets Under Management
$356M
Employees
7
Offices
1 office
Total Clients
293
Primary office
SAN ANTONIO, TX
19026 RIDGEWOOD PARKWAY, SUITE 134, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
183
2
HNWI
29.0%
85
3
Pension Plans
7.5%
22
4
Charitable
1.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$356Mas of March 29, 2026
Discretionary100.0%
$356M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$356M
Total Accounts943
10Y AUM Change+$214M (+150.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee42:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.