Sage Stone Wealth Management LLC

Sage Stone Wealth Management LLC (CRD# 155477) is a financial advisory firm headquartered in La Jolla, CA. They manage $116,400,000 in 261 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $445,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sage Stone Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mary N. King
CRD#: 4517803
1020 Prospect Street, Suite 402, La Jolla, CA 92037
93
Wealthminder
score

Mary King (CRD# 4517803) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has over 14 years of experience in the finance industry.

2
Roy M. Lopez
CRD#: 4156902
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037
93
Wealthminder
score

Roy Lopez (CRD# 4156902) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has over 15 years of experience in the finance industry.

3
Tuukka E. Oksanen
CRD#: 6550554
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037
87
Wealthminder
score

Tuukka Oksanen (CRD# 6550554) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.