Stonemark Wealth Management

CRD 158413 · Pasadena, CA · $609.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 158413
SEC number: 801-77286
Firm type: RIA
Assets under management: $609.8M as of Jun 12, 2026
Website: stonemarkwealth.com ↗
Phone: 626-304-9888
Address: 225 S. Lake Avenue, Pasadena, CA, 91101

Advisors at this firm

9 in our index · page 1 of 1

Manuel AguileraCRD 7764498 · Pasadena, CA

IA Registered
Peter Pin ChenCRD 2880266 · Pasadena, CA

IA RegisteredBroker
Terry A LamnCRD 5084194 · Pasadena, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jae Min LeeCRD 7929159 · Pasadena, CA

IA Registered
Alexandra Danielle MccarthyCRD 7935883 · Pasadena, CA

IA Registered
Grover Kelley MccarthyCRD 7290886 · Pasadena, CA

IA RegisteredRegistration inactive
Aidan PerryCRD 7656683 · Pasadena, CA

IA Registered
Wade Steven PerryCRD 2923884 · Pasadena, CA

IA RegisteredRegistration inactive
Michael Kuzmak Van LieshoutCRD 7559332 · Pasadena, CA

IA Registered

Source & corrections

Where this page comes from

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