STONEMARK WEALTH MANAGEMENT
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
FINTRXOverview
Stonemark Wealth Management operates as an independent, SEC-registered RIA formed in 2012 and structured as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator, combining direct portfolio management with the selection of third-party advisers. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Stonemark does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents9%
- Private Funds2%
Contacts
3 of 10TERRY LAMN
Private Wealth AdvisorCRD 5084194
Michael Van Lieshout
Portfolio StrategistCRD 7559332
Alexandra McCarthy
Client Service and OperationsCRD 7935883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$325M in ETFs
80%
$260M
17%
$65.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $23.4M | 61,157 | 7.21% |
Location
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 225 S Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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