Key facts
- STONEMARK WEALTH MANAGEMENT is a other based in PASADENA, CA.
- STONEMARK WEALTH MANAGEMENT reports $75K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 158413- Regulatory AUM
- $75K
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- PASADENA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WESPAC ADVISORS SOCAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for STONEMARK WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STONEMARK WEALTH MANAGEMENT's AUM?
- STONEMARK WEALTH MANAGEMENT manages approximately $75K in assets.