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).

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 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.