Stonemark Wealth Management

Stonemark Wealth Management (CRD# 158413) is a financial advisory firm headquartered in Pasadena, CA. They manage $450,749,762 in 686 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    686
    ACCOUNTS
  • Average Account Value
    $657,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, FL, MA, NV, TX

Financial Advisors at Stonemark Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Peter P. Chen
CRD#: 2880266
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101

Peter Chen (CRD# 2880266) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 24 years of experience in the finance industry.

2
Robert H. Dulin
CRD#: 6156767
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101

Robert Dulin (CRD# 6156767) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 4 years of experience in the finance industry.

3
Wade S. Perry
CRD#: 2923884
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101

Wade Perry (CRD# 2923884) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 23 years of experience in the finance industry.

4
Grover K. McCarthy
CRD#: 7290886
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101

Grover McCarthy (CRD# 7290886) 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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