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

Clients

Accounts

853

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 11, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER/CIO	NA
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
CHEN, PETER, PIN	I	MANAGING MEMBER	D	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PERRY, WADE, STEVEN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
Perry, Wade, Steven	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
Perry, Wade, Steven	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	OWNER	A
LORENZO, COCO, M	I	VICE PRESIDENT	A
LORENZO, COCO, M	I	OWNER	A
LORENZO, COCO, M	I	OWNER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A
TRABA, JOSEPH, PETER	I	PORTFOLIO MANAGER	A

Registrations

Federal

Dec 11, 2025 REGISTERED

Notice Filings (7)

AZ CA CO FL MA NV TX

Address

225 S. LAKE AVENUE
SUITE 1170
PASADENA, CA 91101
United States

Phone: 626-304-9888