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Stonemark Wealth Management Logo
Stonemark Wealth Management CB Rank
1528936
Heat Score
59
Stonemark Wealth Management is an investment advisory and wealth management firm.
Founded
obfuscation
Private Pasadena, California, United States1-10 stonemarkwealth.com
Consulting
Financial Services
Insurance
Overview

Stonemark Wealth Management
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Stonemark Wealth Management

CB Rank
1528936
Stonemark Wealth Management is an investment advisory and wealth management firm.
Founded
obfuscation
Private Pasadena, California, United States1-10 stonemarkwealth.com
Consulting
Financial Services
Insurance

Details

Legal Name WESPAC Advisors SoCal, LLC
Also Known As WESPAC Advisors SoCal
Operating Status Active
Company Type For Profit
Phone Number 626.304.9888
Contact Email contactus@stonemarkwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Estate & Financial Planning
Service to identify and develop plans for retirement, estate, and related financial goals.
Investment Management
Customized investment strategies designed to meet clients' financial objectives and needs.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 6
News
Technology
View Tech Report

Monthly Web Visits

379

IT Spend

$72.8KThis year, Stonemark Wealth Management is projected to spend $72.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Proof of Play Logo
Proof of Play
72
Incredibuild Logo
Incredibuild
72
Cost of Living Calculator Logo
Cost of Living Calculator
65

Actively Used Products

9Stonemark Wealth Management uses 9 technology products and services including HTML5, GoDaddy Premium DNS, and  Wordpress, according to G2 Stack.

Active Website Tech Count

3Stonemark Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 10m and  YouTube.
Sub-Organizations
Frequently Asked Questions

Where is Stonemark Wealth Management's headquarters? Stonemark Wealth Management is located in Pasadena, California, United States.Who are Stonemark Wealth Management's competitors? Alternatives and possible competitors to Stonemark Wealth Management may include Mariner Wealth Advisors, Creative Planning, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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