Stone Oak Wealth Management, LLC

CRD 288217 · San Antonio, TX · $355.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288217
SEC number: 801-118782
Firm type: RIA
Assets under management: $355.6M as of Mar 29, 2026
Website: twitter.com/STONEOAKWEALTH ↗
Phone: 210-339-2707
Address: 19026 Ridgewood Parkway, San Antonio, TX, 78259

Advisors at this firm

4 in our index · page 1 of 1

John Joseph DallahanCRD 873919 · San Antonio, TX

IA RegisteredRegistration inactive
Nathan James ImpellizzeriCRD 7568156 · San Antonio, TX

IA RegisteredRegistration inactive
Cristina RaftCRD 1831026 · San Antonio, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Gregory Ryan ThompsonCRD 4233655 · San Antonio, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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