SEC Form ADV

STONE OAK WEALTH MANAGEMENT, LLC

Registered Investment AdviserTX
$355.6M
Assets Under Management
943
Total Clients
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Registration Details

Accession
CRD-288217
Location
SAN ANTONIO, TX
Filing Date
March 29, 2026
AUM
$355.6M
Total Clients
943
Amendment
No

About this Adviser

STONE OAK WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SAN ANTONIO, TX, managing approximately $355.6M in assets across 943 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.