This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$610MItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$596M

Private client RAUM

$596MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$61.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

8

Offices

1Schedule D 1.F, beyond the principal office

Accounts

940

Individual clients

248

High net worth clients

150

Custody, client assets

$366M

SEC number

801-77286

CRD

158413

Filings on the tape

43

First filed

Oct 17, 2012

Latest filed

Jun 12, 2026

Organised

Limited Liability Company, CA

Website

stonemarkwealth.com

• Occurred

  Mar 21, 2022
  Advisor changed firm

  Alvin Siu-Lun Yam left Stonemark Wealth Management for Paraiba Wealth Management Llc (registered 2022-09-12)

  Form ADVobserved 6 days ago
• Occurred

  Oct 17, 2012
  First Form ADV filing

  Wespac Advisors Socal, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1a58f13d-1d27-a439-8256-cf10e0daa1cd

First observed

Oct 17, 2012

Last observed

Jun 12, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.