STONE OAK WEALTH MANAGEMENT, LLC
CRD #288217 SEC #801-118782 SAN ANTONIO, TX 210-339-2707
SEC Registered
Total AUM
$338.6M
Discretionary
$338.6M
Employees
7
Clients
26
Accounts
943
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $338.6M | $338.6M | $0 | 7 | 0 |
| May 2025 | $338.6M | $338.6M | $0 | 7 | 0 |
| Mar 2025 | $338.6M | $338.6M | $0 | 7 | 0 |
| Dec 2024 | $302.3M | $268.9M | $33.4M | 8 | 0 |
| Nov 2024 | $302.3M | $268.9M | $33.4M | 8 | 0 |
| Nov 2024 | $302.3M | $268.9M | $33.4M | 8 | 0 |
| May 2024 | $302.3M | $268.9M | $33.4M | 8 | 0 |
| Mar 2024 | $302.3M | $268.9M | $33.4M | 8 | 0 |
| Nov 2023 | $266.3M | $226.5M | $39.8M | 6 | 0 |
| Jul 2023 | $266.3M | $226.5M | $39.8M | 6 | 0 |
| Mar 2023 | $266.3M | $226.5M | $39.8M | 6 | 0 |
| Mar 2022 | $249.7M | $214.1M | $35.6M | 6 | 0 |
| Jan 2022 | $202.5M | $173.1M | $29.4M | 6 | 0 |
| Jan 2022 | $202.5M | $173.1M | $29.4M | 6 | 0 |
| Oct 2021 | $202.5M | $173.1M | $29.4M | 6 | 0 |
| Mar 2021 | $202.5M | $173.1M | $29.4M | 6 | 0 |
| Dec 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
| Dec 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
| Oct 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
| Jun 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
| Jun 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
| May 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
| Apr 2020 | $141.9M | $140.1M | $1.8M | 6 | 0 |
DateNov 2025
Total AUM$338.6M
Discretionary$338.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$338.6M
Discretionary$338.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$338.6M
Discretionary$338.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$302.3M
Discretionary$268.9M
Non-Disc.$33.4M
Employees8
Clients0
DateNov 2024
Total AUM$302.3M
Discretionary$268.9M
Non-Disc.$33.4M
Employees8
Clients0
DateNov 2024
Total AUM$302.3M
Discretionary$268.9M
Non-Disc.$33.4M
Employees8
Clients0
DateMay 2024
Total AUM$302.3M
Discretionary$268.9M
Non-Disc.$33.4M
Employees8
Clients0
DateMar 2024
Total AUM$302.3M
Discretionary$268.9M
Non-Disc.$33.4M
Employees8
Clients0
DateNov 2023
Total AUM$266.3M
Discretionary$226.5M
Non-Disc.$39.8M
Employees6
Clients0
DateJul 2023
Total AUM$266.3M
Discretionary$226.5M
Non-Disc.$39.8M
Employees6
Clients0
DateMar 2023
Total AUM$266.3M
Discretionary$226.5M
Non-Disc.$39.8M
Employees6
Clients0
DateMar 2022
Total AUM$249.7M
Discretionary$214.1M
Non-Disc.$35.6M
Employees6
Clients0
DateJan 2022
Total AUM$202.5M
Discretionary$173.1M
Non-Disc.$29.4M
Employees6
Clients0
DateJan 2022
Total AUM$202.5M
Discretionary$173.1M
Non-Disc.$29.4M
Employees6
Clients0
DateOct 2021
Total AUM$202.5M
Discretionary$173.1M
Non-Disc.$29.4M
Employees6
Clients0
DateMar 2021
Total AUM$202.5M
Discretionary$173.1M
Non-Disc.$29.4M
Employees6
Clients0
DateDec 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0
DateDec 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0
DateOct 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0
DateJun 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0
DateJun 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0
DateMay 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0
DateApr 2020
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients0