STONE ASSET MANAGEMENT, INC.
Legal name: DBA STONE WEALTH MANAGEMENT
CRD #132202 SEC #801-110921 AUSTIN, TX 512-469-9152
SEC Registered
Total AUM
$269.3M
Discretionary
$258.8M
Employees
6
Clients
11
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $269.3M | $258.8M | $10.6M | 6 | 0 |
| Jul 2022 | $311.5M | $306.9M | $4.6M | 6 | 0 |
| Feb 2022 | $311.5M | $306.9M | $4.6M | 6 | 0 |
| Mar 2021 | $245M | $242.1M | $2.9M | 6 | 30 |
| Mar 2021 | $245M | $242.1M | $2.9M | 6 | 30 |
| Dec 2020 | $202.5M | $200M | $2.5M | 5 | 30 |
| Oct 2020 | $202.5M | $200M | $2.5M | 5 | 30 |
| Jun 2020 | $202.5M | $200M | $2.5M | 5 | 30 |
| Apr 2020 | $202.5M | $200M | $2.5M | 5 | 30 |
| Mar 2020 | $202.5M | $200M | $2.5M | 5 | 30 |
| Jan 2020 | $170.5M | $169.1M | $1.4M | 5 | 0 |
| Mar 2019 | $170.5M | $169.1M | $1.4M | 5 | 0 |
| Oct 2018 | $161M | $159.5M | $1.5M | 5 | 0 |
| Mar 2018 | $161M | $159.5M | $1.5M | 5 | 0 |
| Jun 2017 | $136.5M | $136.5M | $0 | 4 | 200 |
DateMar 2023
Total AUM$269.3M
Discretionary$258.8M
Non-Disc.$10.6M
Employees6
Clients0
DateJul 2022
Total AUM$311.5M
Discretionary$306.9M
Non-Disc.$4.6M
Employees6
Clients0
DateFeb 2022
Total AUM$311.5M
Discretionary$306.9M
Non-Disc.$4.6M
Employees6
Clients0
DateMar 2021
Total AUM$245M
Discretionary$242.1M
Non-Disc.$2.9M
Employees6
Clients30
DateMar 2021
Total AUM$245M
Discretionary$242.1M
Non-Disc.$2.9M
Employees6
Clients30
DateDec 2020
Total AUM$202.5M
Discretionary$200M
Non-Disc.$2.5M
Employees5
Clients30
DateOct 2020
Total AUM$202.5M
Discretionary$200M
Non-Disc.$2.5M
Employees5
Clients30
DateJun 2020
Total AUM$202.5M
Discretionary$200M
Non-Disc.$2.5M
Employees5
Clients30
DateApr 2020
Total AUM$202.5M
Discretionary$200M
Non-Disc.$2.5M
Employees5
Clients30
DateMar 2020
Total AUM$202.5M
Discretionary$200M
Non-Disc.$2.5M
Employees5
Clients30
DateJan 2020
Total AUM$170.5M
Discretionary$169.1M
Non-Disc.$1.4M
Employees5
Clients0
DateMar 2019
Total AUM$170.5M
Discretionary$169.1M
Non-Disc.$1.4M
Employees5
Clients0
DateOct 2018
Total AUM$161M
Discretionary$159.5M
Non-Disc.$1.5M
Employees5
Clients0
DateMar 2018
Total AUM$161M
Discretionary$159.5M
Non-Disc.$1.5M
Employees5
Clients0
DateJun 2017
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees4
Clients200