Aidan Perry
Investment adviser representative at Stonemark Wealth Management
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Stonemark Wealth ManagementNov 2020 to now
- United States Marine Corps ReserveAug 2018 to May 2022
- University of San DiegoAug 2018 to May 2022
- Millikan High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7656683
- Firm CRD
- 158413