Stonemark Wealth Management

Stonemark Wealth Management (CRD# 158413) is a financial advisory firm headquartered in Pasadena, CA. They manage $237,900,000 in 748 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $318,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 - 6 of 6 top financial advisors.
1
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 20 years of experience in the finance industry.

2
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 12 years of experience in the finance industry.

3
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 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 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 23 years of experience in the finance industry.

6
Leon C. Kim
CRD#: 6602227
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
87
Wealthminder
score

Leon Kim (CRD# 6602227) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has 1 year of experience in the finance industry.

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