CRD: 155477
Sage Stone Wealth Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2010
- Office Locations
- 1
Office Locations
About Sage Stone Wealth Management LLC
Sage Stone Wealth Management is a La Jolla-based RIA providing wealth management and planning for high-net-worth families, nonprofits, and businesses, with a long-standing focus on ethical/values-based investing and downside-aware portfolio construction for retirement and market stress. Led by founder Mary Naber, a former Merrill Lynch SVP and published Journal of Investing researcher on faith & investing; implements primarily with ETFs, mutual funds, and fixed income, custodying with Fidelity/NFS.
Team overview
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CRM
Custodian
Investment Themes
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Technology
Owner & Executives
MARY NABER
Chief Compliance Officer, Managing Member, President
- CRD
- #4517803
- Ownership
- 75% or more
ROY MICHAEL LOPEZ II
Financial Advisor, VICE PRESIDENT
- CRD
- #4156902
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Ethan James Senn
Intern
- CRD
- #7852146
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,258,290 | $564,050 |
| Non-Discretionary | $8,186,384 | $1,364,397 |
| Total | $261,444,674 | $574,604 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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