RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 23, 2022
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control
SHARP, MICHAEL, RAYIPRESIDENT - CCOE Control

Registrations

Federal

IA
Mar 23, 2022 REGISTERED

Notice Filings (1)

TX

Address

4639 CORONA DR
STE 9
CORPUS CHRISTI, TX 78411
United States
Phone: (361) 482-0699