Wade Steven Perry

Employer firm

Stonemark Wealth Management CRD 158413

$610M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Stonemark Wealth Management Fka Wespac Advisors Socal Llc
  Pasadena, CA
• 04/2014 → 08/2022
  The Leaders Group, Inc.
  Littleton, CO

Previous Registrations

• 2009-09-23 → 2012-01-11
  Wespac Advisors, Llc
  Pasadena, CA
• 2008-12-10 → 2009-07-07
  Hilltop Securities Inc.
  Sherman Oaks, CA
• 2004-07-27 → 2009-07-06
  Tower Asset Management Llc
  Beverly Hills, CA
• 2003-06-03 → 2009-01-21
  M.L. Stern & Co., Llc.
  Beverly Hills, CA
  Beverly Hills, CA
• 2003-02-19 → 2003-05-28
  Citicorp Investment Services
  Torrance, CA
• 2002-07-03 → 2003-02-13
  Charles Schwab & Co., Inc.
  Long Beach, CA
• 1999-01-05 → 2002-06-13
  Ameriprise Financial Services, Llc
  Long Beach, CA

Other Businesses

1.) WSPC Insurance Services, LLC: 25 S Lake Avenue, Suite 1170, Pasadena, CA 91101; Licensed Insurance Agent; Start 9/2011; Affiliated Insurance Brokerage Firm; Investment Related; type of insurance you sell

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-27
• S63 Uniform Securities Agent State Law Examination
  1998-07-22