STONEWATER WEALTH MANAGEMENT, INC.
CRD #164953 SEC #801-112490 CORPUS CHRISTI, TX (361) 482-0699
SEC Registered
Total AUM
$33.4M
Discretionary
$22.3M
Employees
4
Clients
1
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $33.4M | $22.3M | $11.1M | 4 | 0 |
| Mar 2022 | $33.4M | $22.3M | $11.1M | 4 | 0 |
| Mar 2021 | $128.3M | $17.2M | $111M | 8 | 0 |
| May 2020 | $105.9M | $105.9M | $0 | 8 | 0 |
| Feb 2020 | $105.9M | $105.9M | $0 | 8 | 0 |
| Feb 2020 | $105.9M | $105.9M | $0 | 7 | 0 |
| Jan 2020 | $108.4M | $108.4M | $0 | 7 | 0 |
| Dec 2019 | $108.4M | $108.4M | $0 | 6 | 0 |
| Oct 2019 | $108.4M | $108.4M | $0 | 6 | 0 |
| Feb 2019 | $108.4M | $108.4M | $0 | 7 | 0 |
| Nov 2018 | $110.1M | $110.1M | $0 | 7 | 359 |
| Sep 2018 | $110.1M | $110.1M | $0 | 6 | 359 |
| May 2018 | $110.1M | $110.1M | $0 | 5 | 359 |
| Jan 2018 | $110.1M | $110.1M | $0 | 5 | 359 |
DateMar 2022
Total AUM$33.4M
Discretionary$22.3M
Non-Disc.$11.1M
Employees4
Clients0
DateMar 2022
Total AUM$33.4M
Discretionary$22.3M
Non-Disc.$11.1M
Employees4
Clients0
DateMar 2021
Total AUM$128.3M
Discretionary$17.2M
Non-Disc.$111M
Employees8
Clients0
DateMay 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees7
Clients359
DateSep 2018
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees6
Clients359
DateMay 2018
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees5
Clients359
DateJan 2018
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees5
Clients359