WESPAC ADVISORS SOCAL, LLC
Legal name: STONEMARK WEALTH MANAGEMENT
CRD #158413 SEC #801-77286 PASADENA, CA 626-304-9888
SEC Registered
Total AUM
$516.3M
Discretionary
$516.3M
Employees
12
Clients
11
Accounts
853
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $516.3M | $516.3M | $0 | 12 | 0 |
| Mar 2025 | $516.3M | $516.3M | $0 | 12 | 0 |
| Mar 2024 | $427.1M | $427.1M | $0 | 7 | 0 |
| Feb 2024 | $366M | $365.8M | $140.8K | 11 | 0 |
| Oct 2023 | $366M | $365.8M | $140.8K | 11 | 0 |
| Apr 2023 | $366M | $365.8M | $140.8K | 11 | 0 |
| Mar 2023 | $366M | $365.8M | $140.8K | 11 | 0 |
| Nov 2022 | $450.7M | $450.1M | $634.9K | 9 | 1 |
| May 2022 | $450.7M | $450.1M | $634.9K | 9 | 1 |
| Mar 2022 | $450.7M | $450.1M | $634.9K | 9 | 1 |
| May 2021 | $379.5M | $377.5M | $2M | 10 | 0 |
| Mar 2021 | $379.5M | $377.5M | $2M | 10 | 0 |
| Nov 2020 | $354.9M | $354.9M | $0 | 7 | 0 |
| Nov 2020 | $354.9M | $354.9M | $0 | 7 | 0 |
| Aug 2020 | $354.9M | $354.9M | $0 | 7 | 0 |
| May 2020 | $354.9M | $354.9M | $0 | 7 | 0 |
| Mar 2020 | $354.9M | $354.9M | $0 | 7 | 0 |
| Nov 2019 | $293.8M | $293.8M | $0 | 7 | 0 |
| Jul 2019 | $293.8M | $293.8M | $0 | 7 | 0 |
| Apr 2019 | $293.8M | $293.8M | $0 | 7 | 0 |
| Mar 2019 | $293.8M | $293.8M | $0 | 7 | 0 |
| Feb 2018 | $289.1M | $289.1M | $0 | 7 | 0 |
| Sep 2017 | $237.9M | $237.9M | $0 | 7 | 284 |
| Jun 2017 | $237.9M | $237.9M | $0 | 7 | 284 |
| Feb 2017 | $237.9M | $237.9M | $0 | 7 | 284 |
| Jan 2017 | $237.9M | $237.9M | $0 | 7 | 284 |
| Mar 2016 | $227.2M | $227.2M | $0 | 7 | 276 |
| Feb 2016 | $227.2M | $227.2M | $0 | 7 | 276 |
| Jul 2015 | $220M | $220M | $0 | 7 | 243 |
| Jul 2015 | $220M | $220M | $0 | 7 | 243 |
| Feb 2015 | $220M | $220M | $0 | 7 | 243 |
| Jan 2015 | $181M | $181M | $0 | 8 | 175 |
| Oct 2014 | $181M | $181M | $0 | 8 | 175 |
| Sep 2014 | $181M | $181M | $0 | 8 | 175 |
| May 2014 | $181M | $181M | $0 | 8 | 175 |
| Jan 2014 | $181M | $181M | $0 | 8 | 175 |
| Aug 2013 | $134M | $134M | $0 | 6 | 175 |
| Mar 2013 | $134M | $134M | $0 | 6 | 175 |
| Oct 2012 | $127.5M | $127.5M | $0 | 6 | 0 |
DateDec 2025
Total AUM$516.3M
Discretionary$516.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$516.3M
Discretionary$516.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$366M
Discretionary$365.8M
Non-Disc.$140.8K
Employees11
Clients0
DateOct 2023
Total AUM$366M
Discretionary$365.8M
Non-Disc.$140.8K
Employees11
Clients0
DateApr 2023
Total AUM$366M
Discretionary$365.8M
Non-Disc.$140.8K
Employees11
Clients0
DateMar 2023
Total AUM$366M
Discretionary$365.8M
Non-Disc.$140.8K
Employees11
Clients0
DateNov 2022
Total AUM$450.7M
Discretionary$450.1M
Non-Disc.$634.9K
Employees9
Clients1
DateMay 2022
Total AUM$450.7M
Discretionary$450.1M
Non-Disc.$634.9K
Employees9
Clients1
DateMar 2022
Total AUM$450.7M
Discretionary$450.1M
Non-Disc.$634.9K
Employees9
Clients1
DateMay 2021
Total AUM$379.5M
Discretionary$377.5M
Non-Disc.$2M
Employees10
Clients0
DateMar 2021
Total AUM$379.5M
Discretionary$377.5M
Non-Disc.$2M
Employees10
Clients0
DateNov 2020
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$289.1M
Discretionary$289.1M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees7
Clients284
DateJun 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees7
Clients284
DateFeb 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees7
Clients284
DateJan 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees7
Clients284
DateMar 2016
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees7
Clients276
DateFeb 2016
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees7
Clients276
DateJul 2015
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees7
Clients243
DateJul 2015
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees7
Clients243
DateFeb 2015
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees7
Clients243
DateJan 2015
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees8
Clients175
DateOct 2014
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees8
Clients175
DateSep 2014
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees8
Clients175
DateMay 2014
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees8
Clients175
DateJan 2014
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees8
Clients175
DateAug 2013
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees6
Clients175
DateMar 2013
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees6
Clients175
DateOct 2012
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees6
Clients0