CRD: 288217
Stone OAK Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-2017
- Office Locations
- 1
Office Locations
About Stone OAK Wealth Management, LLC
Stone Oak Wealth Management (San Antonio, TX) is an RIA providing values-driven wealth planning and portfolio management for retirees, business owners, and families. The firm builds personalized plans spanning cash flow, tax and debt strategy, charitable giving, and legacy planning, with a faith-based (Biblical stewardship) orientation. Portfolios are implemented with diversified allocations using ETFs and mutual funds, with custody through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
GREGORY RYAN THOMPSON
Chief Executive Officer, Managing Member, President, Wealth Advisor
- CRD
- #4233655
- Ownership
- 75% or more
JOHN JOSEPH DALLAHAN
Chief Compliance Officer
- CRD
- #873919
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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NATHAN JAMES IMPELLIZZERI
--
- CRD
- #7568156
CRISTINA RAFT
Registered Assistant
- CRD
- #1831026
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,563,087 | $377,055 |
| Non-Discretionary | $0 | -- |
| Total | $355,563,087 | $377,055 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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