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STONEWATER WEALTH MANAGEMENT, INC.
CRD 164953 · SEC 801-112490
4639 CORONA DR, STE 9, CORPUS CHRISTI, TX, 78411, United States
Phone
(361) 482-0699
Fax
(361) 482-0701
Registration
— (—)
Source
State registered
Total AUM
$45.9M
Discretionary AUM
$45.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 436 | $33.9M |
| High net worth individuals | 8 | $11.7M |
| State/municipal entities | 1 | $201K |
All web addresses on file
Official SEC filing: View on IAPD