Stone Oak Wealth Management, LLC

Stone Oak Wealth Management, LLC (CRD# 288217) is a financial advisory firm headquartered in San Antonio, TX. They manage $266,273,633 in 853 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    853
    ACCOUNTS
  • Average Account Value
    $312,161
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stone Oak Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John J. Dallahan
CRD#: 873919
19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259

John Dallahan (CRD# 873919) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 32 years of experience in the finance industry.

2
Donald R. Laurence
CRD#: 3100139
19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259

Donald Laurence (CRD# 3100139) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.

3
Cristina Raft
CRD#: 1831026
19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259

Cristina Raft (CRD# 1831026) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.

4
Gregory R. Thompson
CRD#: 4233655
19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259

Gregory Thompson (CRD# 4233655) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

5
Lawrence J. Brown
CRD#: 6010827
19026 Ridgewood Parkway, Suite 134, San Antonio, TX 78259

Lawrence Brown (CRD# 6010827) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 9 years of experience in the finance industry.

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