Stonewater Wealth Management, Inc.
Stonewater Wealth Management, Inc. (CRD# 164953) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $32,187,537 in 335 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Stonewater Wealth Management, Inc.
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts335ACCOUNTS
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Average Account Value$96,082
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Stonewater Wealth Management, Inc.
1
Jonathan Voitle (CRD# 7621371) is an Investment Advisor Representative working at Stonewater Wealth Management, Inc. in Kingsland, TX and has 1 year of experience in the finance industry.
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