CRD: 164953
Stonewater Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2012
- Office Locations
- 2
Office Locations
About Stonewater Wealth Management, Inc.
Stonewater Wealth Management is an independent Corpus Christi, TX advisory firm providing integrated wealth planning and discretionary portfolio management, coordinating with clients’ tax and legal professionals. Services include estate and retirement planning, risk/capital gains management, business retirement plans (401(k), 457, 3(38)), and insurance-based income protection. Investment solutions use custom models and proprietary research, with portfolios largely implemented with ETFs and supported by quarterly economic updates.
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MICHAEL RAY SHARP
Chief Executive Officer
- CRD
- #4341733
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael J. Bunzel
Project Manager
- CRD
- #7497968
Eduardo Campos
Advisor
- CRD
- #7172249
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,890,070 | $57,290 |
| Non-Discretionary | $0 | $2,362,215 |
| Total | $45,890,070 | $368,587 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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