| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Naber Control | Managing Member, President, And Chief Compliance Officer | Over 75% | 2010 |
| Roy Michael Lopez | Vice President | 10-25% | 2022 |
Sage Stone Wealth Management LLC reports $230.4 million in regulatory assets under management on its Form ADV.
Sage Stone Wealth Management LLC reports 5 employees.
Sage Stone Wealth Management LLC is based in La Jolla, CA and has been SEC-registered since 2015.
Sage Stone Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7946 Ivanhoe Avenue, Suite 316, La Jolla, CA 92037 |
| Phone | 858-412-6404 |
| Fax | 858-605-9608 |
| Office hours | 7a.m. To 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $222.9M |
| Non-discretionary | $7.6M |
| Total (RAUM) | $230.4M |