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Stonewater Wealth Management, Inc.

Headquartered in CORPUS CHRISTI, TX

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Firm Information

Stonewater Wealth Management, Inc. is an investment advisory firm based in Texas. The firm manages approximately $32.19 million in assets for a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth. Their services include portfolio management for individuals.

Stonewater Wealth Management, Inc.

$32.19M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

STONEWATER WEALTH MANAGEMENT, INC. has a total of 3 branch locations across the country.
location

CORPUS CHRISTI, TX

location

Kingsland, TX

location

Corpus Christi, TX

Advisors at Stonewater Wealth Management, Inc.

View All 6 Advisors
Unclaimed
Michael Ray Sharp

RA

CORPUS CHRISTI, TX

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Ryan Edward Hatton

RA

Corpus Christi, TX

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Unclaimed
Michael J. Bunzel

RA

CORPUS CHRISTI, TX

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Unclaimed
Jonathan Voitle

RA

Kingsland, TX

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Unclaimed
Hope N Garza

RA

Corpus Christi, TX

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Unclaimed
Eduardo Campos

RA

Corpus Christi, TX

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Disclosures

There are no public disclosures for Stonewater Wealth Management, Inc..

Frequently Asked Questions (8)

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