Stonemark Wealth Management
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 158413
- Registered since
- November 8, 2012
- Website
- stonemarkwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.79%
- Individuals15.94%
- Pension & Profit Sharing Plans2.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stonemark Wealth Management is an independent, owner-operated registered investment adviser established in 2012 and structured as an LLC. The firm serves both individual and family clients as well as institutional accounts. Its advisory offering combines financial planning with portfolio management across individual, small-business and institutional relationships, and it also provides manager selection services. Stonemark operates as a capital allocator and maintains an insurance brokerage capability. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents9%
- Private Funds2%
Contacts
3 of 10
Terry Lamn
Private Wealth AdvisorCRD 5084194
Michael Van Lieshout
Portfolio StrategistCRD 7559332
Alexandra McCarthy
Client Service and OperationsCRD 7935883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$381M in ETFs
80%
$305M
17%
$76.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $31.5M | 48,055 | 8.28% |
Location
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 225 S Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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