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STONEMARK WEALTH MANAGEMENT
WESPAC ADVISORS SOCAL, LLC
CRD 158413 · SEC 801-77286
225 S. LAKE AVENUE, SUITE 1170, PASADENA, CA, 91101, United States
Phone
626-304-9888
Fax
626-467-4322
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$609.8M
Discretionary AUM
$595.9M
Team
12 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 248 | $97.2M |
| High net worth individuals | 150 | $498.8M |
| Pension/profit sharing plans | 13 | $13.8M |
States served
AZ, CA, CO, LA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD