RIA Intel›Advisers›Texas›STONEWATER WEALTH MANAGEMENT, INC.

STONEWATER WEALTH MANAGEMENT, INC.

Advisory

N·CORPUS CHRISTI, TX

Data as of Mar 23, 2022 · Source: SEC Form ADV

Total AUM

$33M

1-Year AUM Growth

-74.0%

3-Year CAGR

-31.4%

Employees

3

Assets Under Management

Total AUM$33M

Discretionary AUM$22M

Non-Discretionary AUM$11M

Discretionary %66.7%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingJan 23, 2018

Latest FilingMar 23, 2022

🔒 Full AUM trend chart and 14 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STONEWATER WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.