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Stone OAK Wealth Management, LLC

SEC Registered
San Antonio, TX210-339-2707
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
943

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Leadership

John Joseph Dallahan
CHIEF COMPLIANCE OFFICER
Gregory Ryan Thompson
MANAGING MEMBER/PRESIDENT/CEO

Office locations

1 office in 1 state
TX
San AntonioHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#288217
SEC Number
801-118782
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM

Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stone OAK Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Stone OAK Wealth Management in San Antonio, TX