# STONE OAK WEALTH MANAGEMENT, LLC

STONE OAK WEALTH MANAGEMENT, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 288217
- Type: SEC-registered investment adviser
- SEC file number: 801-118782
- Location: 19026 RIDGEWOOD PARKWAY, SAN ANTONIO, TX, 78259
- Phone: 210-339-2707
- Latest filing: 2026-03-29
- Regulatory AUM: $355.6M
- Discretionary AUM: $355.6M
- Clients: 7
- Accounts: 943

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Joseph Dallahan | CHIEF COMPLIANCE OFFICER | — |
| Gregory Ryan Thompson | MANAGING MEMBER/PRESIDENT/CEO | — |
| Christopher James Escobedo | CHIEF OPERATING OFFICER | — |
| THOMPSON GREG | MANAGING MEMBER/PRESIDENT/CEO | — |
| THOMPSON CHRISTOPHER RYAN | MANAGING MEMBER/PRESIDENT/CEO | — |
| DALLAHAN JOHN JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288217/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288217/similar
- Related entities: https://search.stillhousedata.com/firm/288217/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288217

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.