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 19 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 11 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 18 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 19 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 22 years of experience in the finance industry.

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