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Wealth Manager • San Antonio, United States

Stone Oak Wealth Management

Stone Oak Wealth Management is a wealth manager based in San Antonio, United States, founded in 2017. Verified contact details, AUM data, and investment preferences on FindLPs.

$250M
Assets Under Mgmt
2017
Year Founded
Wealth Manager
Investor Type
San Antonio, United States
Headquarters
About

Stone Oak Wealth Management

At Stone Oak Wealth Management, our wealth managers will help you enhance your wealth through smart strategies, protect & transfer wealth for the generations.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.