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STONEMARK WEALTH MANAGEMENT
Legal name: WESPAC ADVISORS SOCAL, LLC
CRD 158413File 801-77286
APPROVED
Retail clients
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$609.8M
Above cohort median (national)
Discretionary AUM
$595.9M
Non-discretionary $13.9M
Clients
411
940 accounts
Employees
12
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 8, 2012
- Principal office
- 225 S. LAKE AVENUE, SUITE 1170, PASADENA, CA, 91101
- Phone
- 626-304-9888
- Website
- HTTPS://STONEMARKWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $609.8M
- Discretionary AUM
- $595.9M
- Non-discretionary AUM
- $13.9M
- Discretionary accounts
- 936
- Non-discretionary accounts
- 4
- Total accounts
- 940
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 150 | $498.8M |
| Pension and profit sharing plans | 13 | $13.8M |
| Individuals (other than high net worth individuals) | 248 | $97.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.