Wade Steven Perry
Investment adviser representative at Stonemark Wealth Management
11 yearsExperience
2 statesRegistered in
$609.8MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stonemark Wealth ManagementSep 2011 to now
- Stonemark Wealth Management Fka Wespac Advisors Socal LLCJun 2011 to now
- The Leaders Group, Inc.Apr 2014 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Stonemark Wealth Management
Legal name: Wespac Advisors Socal, LLC
$609.8MAssets managed
411Clients
10Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2923884
- Firm CRD
- 158413