# Stonemark Wealth Management

Stonemark Wealth Management is a Bank / Wealth / Trust based in Pasadena, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** Pasadena, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** stonemarkwealth.com
- **LinkedIn:** https://www.linkedin.com/company/stonemark-wealth-management

## Regulatory record

- **CRD number:** 158413
- **SEC file number:** 801-77286
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158413

## About

Stonemark Wealth Management is an SEC-registered investment adviser in Pasadena, CA, registered since 2012. The firm manages $610 million in assets, with $596 million on a discretionary basis. It has 12 employees and 8 investment advisers.

## Questions

### Is Stonemark a broker-dealer or a pure RIA?

Stonemark became an independent registered investment advisor in 2016, leaving behind its broker-dealer roots. The firm's own history states that the 2016 registration allowed it to 'further our commitment to doing what is right by our clients,' implying a shift away from commission-based brokerage toward a fee-only fiduciary model, though the firm does not explicitly use the term 'fee-only' on its website.

### Does Stonemark manage institutional capital or only private wealth?

Stonemark's stated services focus on individuals and company retirement plans. It does not advertise institutional separate accounts, pooled funds, or endowment/ foundation mandates. The retirement-plan consulting line serves small and mid-sized companies rather than large institutional asset pools.

### How does Stonemark construct client portfolios?

The firm says it 'customizes investment strategies designed to help you meet your objectives and needs.' It does not disclose a model portfolio, an in-house fund, or a strategic asset-allocation framework publicly. Without GIPS composites or a Form ADV Part 2A available for review, an allocator cannot independently assess its investment process or track record.

## Related profiles

- [Stonelotus Ventures](https://altss.com/profile/stonelotus-ventures)
- [StoneMill Ventures](https://altss.com/profile/stonemill-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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