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Manuel Aguilera

Investment adviser representative at Stonemark Wealth Management
14 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

14 years in the industry.

  1. Stonemark Wealth ManagementJan 2023 to now
  2. UnemployedAug 2022 to Dec 2022
  3. HSBCJun 2022 to Aug 2022
  4. Deutsche BankDec 2021 to May 2022
  5. Pepperdine UniversityAug 2020 to Aug 2022
  6. New World TravelJun 2012 to Sep 2020

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
7764498
Firm CRD
158413
Advisor's SEC record (opens in a new tab)
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