# Stonemark Wealth Management

> Stonemark Wealth Management is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 158413
- Filed as: STONEMARK WEALTH MANAGEMENT
- Legal name: Wespac Advisors Socal, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158413
- AdvisorCensus page: https://advisorcensus.com/firm/stonemark-wealth-management-pasadena-ca-158413

## Quick answers

**How is Stonemark Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Stonemark Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Stonemark Wealth Management located?**
Stonemark Wealth Management's principal office is in Pasadena, CA, according to its Form ADV.

**Is Stonemark Wealth Management registered with the SEC or a state?**
Stonemark Wealth Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158413.

**How much does Stonemark Wealth Management manage?**
Stonemark Wealth Management reports $609,836,124 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (98% discretionary).

**How have Stonemark Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Stonemark Wealth Management: Regulatory assets under management: $379,493,153 in the October 2021 data and $609,836,124 in the October 2026 data, up 61%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonemark Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (248); high net worth individuals (150); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Stonemark Wealth Management use?**
Stonemark Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stonemark Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158413

**What changed in Stonemark Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $609,836,124
- Discretionary: $595,895,984
- Non-discretionary: $13,940,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 248 | $97,237,782 |
| High net worth individuals | 150 | $498,810,539 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $13,787,803 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (13 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonemarkwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $379,493,153 | 10 | May 17, 2021 |
| October 2022 | $450,749,762 | 9 | May 4, 2022 |
| October 2023 | $365,953,289 | 11 | April 10, 2023 |
| October 2024 | $427,080,146 | 7 | March 27, 2024 |
| October 2025 | $516,309,155 | 12 | March 27, 2025 |
| October 2026 | $609,836,124 | 12 | June 12, 2026 |

Regulatory assets under management: $379,493,153 in the October 2021 data and $609,836,124 in the October 2026 data, up 61%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in LA.

### April 2026
- Regulatory assets under management went from $516,309,155 to $609,836,124 (+18%).
- Employees performing advisory functions went from 5 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonemark Wealth Management (CRD 158413): Form ADV filing data as of October 2026.