Stone Oak Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

STONE OAK WEALTH MANAGEMENT IS AN INDEPENDENT, REGISTERED WEALTH MANAGEMENT COMPANY HEADQUARTERED IN SAN ANTONIO, TEXAS.

Find Stone Oak Wealth Management employees' phone numbers or email addresses

Stone Oak Wealth Management Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Stone Oak Wealth Management's Leadership

  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    G. T.
    President & Founder At Stone Oak Wealth Management
    Phone icon
  • Stylized image of a person
    C. R.
    Registered Client Service Associate
    Phone icon
  • Stylized image of a person
    A. W.
    Wealth Planning Associate
    Phone icon
  • Stylized image of a person
    N. I.
    Stone Oak Wealth Management
    Phone icon

Stone Oak Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from Stone Oak Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. T.
    President & Founder At Stone Oak Wealth Management
    Phone icon
    United StatesTexas
    Feb 09, 2026
  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Phone icon
    United StatesTexas
    Sep 26, 2024
  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. R.
    Registered Client Service Associate
    Phone icon
    United StatesTexas
    Jan 28, 2026
  • Stylized image of a person
    A. W.
    Wealth Planning Associate
    Phone icon
    United StatesTexas
    Aug 08, 2025
  • Stylized image of a person
    N. I.
    Stone Oak Wealth Management
    Phone icon
    United StatesTexas
    Jan 28, 2026

Frequently Asked Questions

What is Stone Oak Wealth Management known for?

Minus sign iconPlus sign icon
Stone Oak Wealth Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 19026 Ridgewood Parkway San Antonio, Texas 78259 United States. Explore Stone Oak Wealth Management's company overview page for more information.

What is Stone Oak Wealth Management's most common email format?

Minus sign iconPlus sign icon
Stone Oak Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stone Oak Wealth Management email formats with LeadIQ.

How many employees does Stone Oak Wealth Management have currently?

Minus sign iconPlus sign icon
Stone Oak Wealth Management has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Stone Oak Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Stone Oak Wealth Management's key employees include:

  • Chief Operating Officer: C. E.
  • Chief Operating Officer: C. E.
  • President & Founder At Stone Oak Wealth Management: G. T.
  • Registered Client Service Associate: C. R.
  • Wealth Planning Associate: A. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.