Stonemark Wealth Management

RIASEC Registered

Total AUM

$610M

Discretionary

$596M

98% of AUM

Avg account

$649K

Accounts

940

Employees

Advisory reps

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

FINTRX

Overview

Stonemark Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm is owned by an individual and operates as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutional clients, and the selection of third‑party advisers. Stonemark also conducts insurance brokerage activities and uses a mixed fee model — percentage of AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser.