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).
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Total Assets Under Management451MILLION
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Total Number of Accounts686ACCOUNTS
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Average Account Value$657,070
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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

AZ, CA, FL, MA, NV, TX
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.
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.
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.
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.