Sage Stone Wealth Management LLC

Sage Stone Wealth Management LLC (CRD# 155477) is a financial advisory firm headquartered in La Jolla, CA. They manage $178,678,684 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $539,815
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
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, 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 21 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 20 years of experience in the finance industry.

3
Haley S. Shirley
CRD#: 7116932
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037

Haley Shirley (CRD# 7116932) 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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