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 15 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 16 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 over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.