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).

Current Firm Details
201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
https://stonemarkwealth.com
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 Chen, financial advisor Pasadena CA
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 Dulin, financial advisor Pasadena CA
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 Perry, financial advisor Pasadena CA
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 McCarthy, financial advisor Pasadena CA
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.

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.

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