Stonemark Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 17, 2026, reports $610M in regulatory assets under management, 12 employees, 1 office, and 940 accounts.
Assets Under Management
$610M
Employees
12
Offices
1 office
Total Clients
411
Primary office
PASADENA, CA
225 S. LAKE AVENUE, SUITE 1170, PASADENA, CA, United States
Top client segmentIndividuals represent 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
248
2
HNWI
36.5%
150
3
Pension Plans
3.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$610Mas of March 17, 2026
Discretionary97.7%
$596M
98% of total RAUM97.7%
Non-discretionary2.3%
$14M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$610M
Total Accounts940
10Y AUM Change+$372M (+156.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee34:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.