Wade
Perry
Stonemark Wealth Management
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About this Advisor
Wade Perry is a financial advisor who works out of Pasadena, California with a total of 12 years of relevant experience. Perry is an advisor for Stonemark Wealth Management. Over the course of their career, they have held roles at Girard Securities, Inc, Stonemark Wealth Management Fka Wespac Advisors So Cal LLC, Key West Investments LLC and The Leaders Group, Inc. Perry holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Stonemark Wealth Management is a financial advisory firm operating out of Pasadena, CA. The firm has a total of 11 financial advisors. It oversees $366 million in assets across its 340 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 340 client accounts, 29% belong to high-net-worth investors who have at least $1 million in assets. Stonemark Wealth Management provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules largely vary depending on the type of financial services provided. Fee types charged by Stonemark Wealth Management can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonemark Wealth Management Brokerage Details
$365,953,289
11
340
$1,076,333
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
Wade Perry Work History
Wade has been registered as a financial advisor for 12 years.*
Stonemark Wealth Management Fka Wespac Advisors So Cal LLC
Key West Investments LLC
The Leaders Group, Inc
Girard Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wade Perry 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
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
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