WESPAC ADVISORS SOCAL, LLC
DBA: STONEMARK WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $609.8M |
| Discretionary | $595.9M98% of AUM |
| Non-Discretionary | $13.9M |
| Client Accounts | 940 |
| Avg Account Size | $649K |
| Employees | 12 |
| Peak AUM | $609.8MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $610M | +18.1% | +17.5% | +9.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $609.8M |
| Discretionary | $595.9M |
| Employees | 12 |
| Client Accounts | 940 |
| Client Range | 26-50 |
Contact & Location
Address
225 S. LAKE AVENUE
PASADENA CA 91101
Phone
626-304-9888
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$596M
97.7% of AUM
Non-Discretionary
$14M
2.3% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Other Registrations
Banking Institution