Stonemark Wealth Management

Stonemark Wealth Management (CRD# 158413) is a financial advisory firm headquartered in Pasadena, CA. They manage $227,200,000 in 734 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
http://www.wespacadvisors.com
By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    734
    ACCOUNTS
  • Average Account Value
    $309,537
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, TX

Financial Advisors at Stonemark Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Peter Chen, financial advisor Pasadena CA
Peter P. Chen
CRD#: 2880266
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
93
Wealthminder
score

Peter Chen (CRD# 2880266) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 19 years of experience in the finance industry.

2
Coco Lorenzo, financial advisor Pasadena CA
Coco M. Lorenzo
CRD#: 4598724
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
93
Wealthminder
score

Coco Lorenzo (CRD# 4598724) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 11 years of experience in the finance industry.

3
Wade Perry, financial advisor Pasadena CA
Wade S. Perry
CRD#: 2923884
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
93
Wealthminder
score

Wade Perry (CRD# 2923884) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 19 years of experience in the finance industry.

4
Joseph Traba, financial advisor Pasadena CA
Joseph P. Traba
CRD#: 2749525
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
93
Wealthminder
score

Joseph Traba (CRD# 2749525) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 20 years of experience in the finance industry.

5
Alvin Yam, financial advisor Pasadena CA
Alvin S. Yam
CRD#: 2439197
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
93
Wealthminder
score

Alvin Yam (CRD# 2439197) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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