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Michael Ray Sharp

STONEWATER WEALTH MANAGEMENT, INC.·CORPUS CHRISTI, Texas
Clean recordSTONEWATER WEALTH MANAGEMENT, INC.
4639 CORONA DR, CORPUS CHRISTI, TX 78411CRD# 4341733Firm CRD# 164953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Ray Sharp · CORPUS CHRISTI, TX
Registration
CRD #4341733 · STONEWATER WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Ray Sharp is a registered financial advisor based in CORPUS CHRISTI, Texas, affiliated with STONEWATER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STONEWATER WEALTH MANAGEMENT, INC.
STONEWATER WEALTH MANAGEMENT, INC.
AUM
$33M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STONEWATER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4341733
Firm CRD# 164953
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Ray Sharp offer?
Michael Ray Sharp specializes in Financial Planning, Investment Management. Contact their office in CORPUS CHRISTI, Texas for a consultation.
What are Michael Ray Sharp's credentials?
Michael Ray Sharp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Ray Sharp located?
Michael Ray Sharp is based in CORPUS CHRISTI, Texas, working with STONEWATER WEALTH MANAGEMENT, INC.. Their office serves clients in the CORPUS CHRISTI metropolitan area and surrounding communities.
How does Michael Ray Sharp charge for services?
Michael Ray Sharp's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEWATER WEALTH MANAGEMENT, INC.?
STONEWATER WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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