WESPAC ADVISORS SOCAL, LLC
Doing business as STONEMARK WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$609,836,124
Discretionary
$595,895,984
Non-discretionary
$13,940,140
Firm details
- CRD number
- 158413
- SEC file number
- 801-77286
- Main office
- PASADENA, CA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTPS://STONEMARKWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.