SAGE STONE WEALTH MANAGEMENT LLC
CRD #155477 SEC #801-91170 LA JOLLA, CA 858-412-6404
SEC Registered
Total AUM
$230.4M
Discretionary
$222.9M
Employees
5
Clients
10
Accounts
424
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | NA | |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| KING, MARY, NABER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| NABER, MARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| NABER, MARY | I | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B | |
| LOPEZ, ROY, MICHAEL | I | VICE PRESIDENT | B |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (6)
CA ID MA NY TX WA
Address
7946 IVANHOE AVENUESUITE 316
LA JOLLA, CA 92037
United States
Phone: 858-412-6404