Stone Oak Wealth Management

Financial Services • San Antonio, Texas, United States • 1-10 Employees

Company overview

Headquarters	19026 Ridgewood Pkwy, San Antonio, Texas 78259, US
Phone number	+12103392707
Website	stoneoakwealth.com
NAICS	52
SIC	874
Keywords	Investments, RIA, Registered Investment Advisor, Financial Advice, Wealth Management, Asset Management, Wealth Transfer, Fiduciary, Wealth Accumulation, Insurance, Financial Planning, Wealth Protection, Estate Planning, Retirement Plans, Investment Advisor Representative, CFP, Corporate Retirement Plans, IAR
Founded	2005
Employees	1-10
Socials

Key Contact at Stone Oak Wealth Management

Donnie Laurence Cfp

Managing Director

Stone Oak Wealth Management Email Formats

Stone Oak Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@stoneoakwealth.com), used 55.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@stoneoakwealth.com	55.6%
{first name}{last name}	johndoe@stoneoakwealth.com	33.3%
{first initial}{second initial}	jo@stoneoakwealth.com	11.1%

About Stone Oak Wealth Management

STONE OAK WEALTH MANAGEMENT IS AN INDEPENDENT, REGISTERED WEALTH MANAGEMENT COMPANY HEADQUARTERED IN SAN ANTONIO, TEXAS.

Stone Oak Wealth Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Vice President

Employees by Department

Stone Oak Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Stone Oak Wealth Management has never raised funding before.

Stone Oak Wealth Management Tech Stack

Discover the technologies and tools that power Stone Oak Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Vimeo

Video players

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

RankMath SEO

SEO

Google Analytics

Analytics

Frequently asked questions

Stone Oak Wealth Management is located in San Antonio, Texas, US.

You can reach Stone Oak Wealth Management at +12103392707.

Stone Oak Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Stone Oak Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stone Oak Wealth Management

Donnie Laurence Cfp

Managing Director

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