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).
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Total Assets Under Management168MILLION
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Total Number of Accounts362ACCOUNTS
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Average Account Value$464,259
- A percentage of assets under your management
- Hourly charges
- 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
CA, MA, NY, TX
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.
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.
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.