Stonewater Wealth Management, Inc.

Stonewater Wealth Management, Inc. (CRD# 164953) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $110,102,454 in 1,947 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    1,947
    ACCOUNTS
  • Average Account Value
    $56,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stonewater Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Tracey K. Brenneise
CRD#: 4612688
One North Shoreline Boulevard, Suite 1030 South To, Corpus Christi, TX 78401
93
Wealthminder
score

Tracey Brenneise (CRD# 4612688) is an Investment Advisor Representative working at Stonewater Wealth Management, Inc. in Corpus Christi, TX and has over 13 years of experience in the finance industry.

2
Kelly A. Wright
CRD#: 5080031
3800 North Lamar, Suite 200, Austin, TX 78756
93
Wealthminder
score

Kelly Wright (CRD# 5080031) is an Investment Advisor Representative working at Stonewater Wealth Management, Inc. in Austin, TX and has over 7 years of experience in the finance industry.

3
Nicholas A. Munoz
CRD#: 4347630
1201 Sugarberry Drive, Cedar Park, TX 78613
81
Wealthminder
score

Nicholas Munoz (CRD# 4347630) is an Investment Advisor Representative working at Stonewater Wealth Management, Inc. in Cedar Park, TX and has over 17 years of experience in the finance industry.

4
Michael R. Sharp
CRD#: 4341733
One North Shoreline Boulevard, Suite 1030 South To, Corpus Christi, TX 78401
58
Wealthminder
score

Michael Sharp (CRD# 4341733) is an Investment Advisor Representative working at Stonewater Wealth Management, Inc. in Corpus Christi, TX and has over 17 years of experience in the finance industry.

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