Sage Stone Wealth Management LLC

Sage Stone Wealth Management LLC (CRD# 155477) is a financial advisory firm headquartered in La Jolla, CA. They manage $168,061,600 in 362 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $464,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX

Financial Advisors at Sage Stone Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Roy M. Lopez
CRD#: 4156902
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037

Roy Lopez (CRD# 4156902) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has over 23 years of experience in the finance industry.

2
Mary Naber
CRD#: 4517803
1020 Prospect Street, Suite 402, La Jolla, CA 92037

Mary Naber (CRD# 4517803) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has over 21 years of experience in the finance industry.

3
Carrington L. McDowell-Walsh
CRD#: 7836155
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037

Carrington McDowell-Walsh (CRD# 7836155) 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.

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