Stonemark Wealth Management
Stonemark Wealth Management is an SEC-registered wealth manager in Pasadena, CA with $609.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Stonemark Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158413, SEC 801-77286, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $609.8M (2026-06-12)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 12
- Clients
- 411
- CRD
- 158413
- Ownership
- PERRY, WADE, STEVEN; TRABA, JOSEPH, PETER; CHEN, PETER, PIN; LORENZO, COCO, M; Perry, Wade, Steven
How much AUM does Stonemark Wealth Management have?
Stonemark Wealth Management reported $609.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Stonemark Wealth Management?
Disclosed owners and executives of Stonemark Wealth Management include PERRY, WADE, STEVEN, TRABA, JOSEPH, PETER, CHEN, PETER, PIN, LORENZO, COCO, M, Perry, Wade, Steven. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.