# Stonewater Wealth Management, Inc.

> Stonewater Wealth Management, Inc. is a state-registered investment advisory firm in Corpus Christi, TX, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 164953
- Filed as: STONEWATER WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corpus Christi, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164953
- AdvisorCensus page: https://advisorcensus.com/firm/stonewater-wealth-management-inc-corpus-christi-tx-164953

## Quick answers

**How is Stonewater Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Stonewater Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stonewater Wealth Management, Inc. located?**
Stonewater Wealth Management, Inc.'s principal office is in Corpus Christi, TX, according to its Form ADV.

**Is Stonewater Wealth Management, Inc. registered with the SEC or a state?**
Stonewater Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 164953.

**How much does Stonewater Wealth Management, Inc. manage?**
Stonewater Wealth Management, Inc. reports $45,890,070 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Stonewater Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Stonewater Wealth Management, Inc.: Regulatory assets under management: $128,268,352 in the October 2021 data and $45,890,070 in the October 2026 data, down 64%. Total employees: 8 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonewater Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (436); high net worth individuals (8); state or municipal government entities (including government pension plans) (1).

**Does Stonewater Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164953

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $45,890,070
- Discretionary: $45,890,070
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 436 | $33,942,274 |
| High net worth individuals | 8 | $11,747,040 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 1 | $200,756 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonewaterwealth.com
- Facebook @STONEWATER
- LinkedIn @michaelrsharp8883003133

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,268,352 | 8 | March 15, 2021 |
| October 2026 | $45,890,070 | 3 | March 27, 2026 |

Regulatory assets under management: $128,268,352 in the October 2021 data and $45,890,070 in the October 2026 data, down 64%.
Total employees: 8 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonewater Wealth Management, Inc. (CRD 164953): Form ADV filing data as of October 2026.