Michael
Van Lieshout

Stonemark Wealth Management

CRD#7559332
Investment Advisor
in Pasadena, CA

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About this Advisor

Michael Van Lieshout is a financial advisor based in Pasadena, California, working with Stonemark Wealth Management. Michael has previously held positions at Stonemark Wealth Management, Crush It Enterprise, Us Commodity Futures Trading Commission, The Mens Warehouse, Loyola University Chicago, Jos. A Bank, Stillwater Area High School, and Oakland Junior High School. Michael has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Michael is part of Stonemark Wealth Management, which operates out of Pasadena, California. The firm has 1 office and 7 employees. The firm manages assets totaling $427.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Stonemark Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 S. Lake Avenue Suite 509
Pasadena, CA 91101

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Stonemark Wealth Management Brokerage Details

Total Assets Under Management

$427,080,146

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

748

CA Average: 3,727
Average Account Size

$570,963

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Michael Van Lieshout Work History

2023 - Present (1 year)

Stonemark Wealth Management

2022 - 2023 (1 year)

Crush It Enterprise

2022 - 2022 (< 1 year)

Us Commodity Futures Trading Commission

2019 - 2022 (3 years)

The Mens Warehouse

2019 - 2023 (4 years)

Loyola University Chicago

2017 - 2018 (1 year)

Jos. A Bank

2016 - 2019 (3 years)

Stillwater Area High School

2013 - 2016 (3 years)

Oakland Junior High School

Disclosures

Please visit the SEC profile of Michael Van Lieshout to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonemark Wealth Management

Grover Mccarthy
Pasadena, CA
Aidan Perry
Pasadena, CA
Michael Van Lieshout
Pasadena, CA
Manuel Aguilera
Pasadena, CA
Peter Chen
Pasadena, CA
Wade Perry
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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