Stonemark Wealth Management
Stonemark Wealth Management (CRD# 158413) is a financial advisory firm headquartered in Pasadena, CA. They manage $427,080,146 in 748 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management427MILLION
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Total Number of Accounts748ACCOUNTS
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Average Account Value$570,963
- 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, CO, FL, NV, TX
Peter Chen (CRD# 2880266) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 26 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 25 years of experience in the finance industry.
Manuel Aguilera (CRD# 7764498) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has 1 year 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 over 3 years of experience in the finance industry.
Aidan Perry (CRD# 7656683) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has 1 year of experience in the finance industry.
Michael Van Lieshout (CRD# 7559332) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has 1 year of experience in the finance industry.