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Stone Oak Wealth Management Logo
Stone Oak Wealth Management Growth Score
84
CB Rank
1698242
Heat Score
47
Stone Oak Wealth Management is a wealth management company that provides investment management, wealth protection, and business solutions.
Founded
obfuscation
Private San Antonio, Texas, United States1-10 stoneoakwealth.com
Finance
Financial Services
Wealth Management
Overview

Stone Oak Wealth Management
Growth Score
84
Heat Score
47

Growth Score84
-2 pts
in past quarter
Heat Score 47
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Stone Oak Wealth Management

CB Rank
1698242
Stone Oak Wealth Management is a wealth management company that provides investment management, wealth protection, and business solutions.
Founded
obfuscation
Private San Antonio, Texas, United States1-10 stoneoakwealth.com
Finance
Financial Services
Wealth Management

Details

Legal Name Stone Oak Wealth Management, LLC
Operating Status Active
Company Type For Profit
Phone Number 210.339.2707
Contact Email info@stoneoakwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 6
News

News and Press

News•Jul 27, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

394
179.43%
 in past month

IT Spend

$8.8MThis year, Stone Oak Wealth Management is projected to spend $8.8M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Business Continuity Planning Logo
Business Continuity Planning
95
Vision Care Logo
Vision Care
94
Yahoo Inc. Logo
Yahoo Inc.
87

Active Website Tech Count

47Stone Oak Wealth Management is actively using 47 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, LetsEncrypt, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is Stone Oak Wealth Management's headquarters? Stone Oak Wealth Management is located in San Antonio, Texas, United States.Who are Stone Oak Wealth Management's competitors? Alternatives and possible competitors to Stone Oak Wealth Management may include Creative Planning, EP Wealth Advisors, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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