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).

Current Firm Details

201 S. Lake Avenue, Suite 509, Pasadena, CA 91101

http://wespacsocal.com

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

Registered Investment Advisor

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

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

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

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

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.

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals