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STONEWATER WEALTH MANAGEMENT, INC.
STONEWATER WEALTH MANAGEMENT, INC.
CORPUS CHRISTI, Texas
·
1 registered advisor
·
CRD# 164953
SEC# 801-112490
1
(361) 482-0699
01
Firm Overview
AUM
$33M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at STONEWATER WEALTH MANAGEMENT, INC.
1 registered advisor
Michael Ray Sharp
CORPUS CHRISTI, Texas
CRD# 4341733
05
Office Locations
CORPUS CHRISTI, Texas
1 advisor
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Data sourced from SEC Form ADV filings. STONEWATER WEALTH MANAGEMENT, INC. (CRD# 164953) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.