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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALLAHAN, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Escobedo, Christopher, James | I | CHIEF OPERATING OFFICER | NA | |
| THOMPSON, GREG | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
| THOMPSON, GREGORY, RYAN | I | MANAGING MEMBER/PRESIDENT/CEO | E | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (3)
LA NM TX
Address
19026 RIDGEWOOD PARKWAYSUITE 134
SAN ANTONIO, TX 78259
United States
Phone: 210-339-2707