Investment adviser · CRD 164953
STONEWATER WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
CORPUS CHRISTI, TX, United States · Form ADV filed Mar 23, 2022
- Regulatory AUM
- $33.4M Form ADV · Item 5.F
- Client accounts
- 409 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 404 | $22,263,823 | 66.7% |
| Retirement plans | 5 | $11,118,089 | 33.3% |
Filing source
Form ADV 1628354 · Mar 23, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
4639 CORONA DR, STE 9CORPUS CHRISTI, TX, 78411, United States
CRD 164953
Filing source
Form ADV 1628354 · Mar 23, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.