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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-21-2011
- Office Locations
- 2
Office Locations
About Stonemark Wealth Management
Stonemark Wealth Management provides estate and financial planning, customized investment management, insurance planning, and company retirement plan consulting. The firm serves retail and institutional relationships, including entrepreneurs and accredited investors, with portfolios built largely using ETFs and public funds. Works with custodians such as Schwab and Fidelity and uses Orion for portfolio management.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Peter Pin Chen
Managing Member
- CRD
- #2880266
- Ownership
- 50% but less than 75%
Wade Steven Perry
Chief Compliance Officer, Managing Member
- CRD
- #2923884
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Manuel Aguilera
Analyst
- CRD
- #7764498
MORGAN THOMAS GOUGH
Financial Advisor
- CRD
- #2197548
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,895,984 | $636,641 |
| Non-Discretionary | $13,940,140 | $3,485,035 |
| Total | $609,836,124 | $648,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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