Stonemark Wealth Management Revenue

Financial Services • Pasadena, California, United States • 11-20 Employees

Stonemark Wealth Management revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contact at Stonemark Wealth Management

Peter Chen

Founder And Managing Principal

Company overview

Headquarters	201 S. LAKE AVENUE, SUITE 509, PASADENA, CA 91101, US
Phone number	+16263049888
Website	stonemarkwealth.com
NAICS	52
SIC	628
Keywords	Insurance Services, Investment Management, Retirement Plan Consulting, Estate And Financial Planning
Founded	2011
Employees	11-20
Socials

Stonemark Wealth Management Email Formats

Stonemark Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@stonemarkwealth.com), used 60% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@stonemarkwealth.com	60%
{first name}.{last name}	john.doe@stonemarkwealth.com	40%

About Stonemark Wealth Management

Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting. Using your goals as a guide, we craft the best solutions for your financial needs. Our motivation is to make sure your future stays on track, and your understanding of the available options is an essential part of the process. Every wealth management firm says they care, but we prove it every day. We stand by our clients and strive to make sure their future plans are obtained. We operate with complete transparency to make sure you fully understand your portfolio and investments. No matter the service we provide, it is done with your best interest in mind. What you can expect: - Stability and loyalty for our clients - A high-level of experience in Wealth Management - Evolving expertise in Capital Markets - Agile and resourceful advisors

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Intern

Employees by Department

Stonemark Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Stonemark Wealth Management has never raised funding before.

Stonemark Wealth Management Tech Stack

Discover the technologies and tools that power Stonemark Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Amazon S3

CDN

Amazon Web Services

PaaS

Vue.js

JavaScript frameworks

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

Nuxt.js

JavaScript frameworks

Open Graph

Miscellaneous

GSAP

JavaScript frameworks

Amazon CloudFront

CDN

core-js

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

Stonemark Wealth Management is located in Pasadena, California, US.

You can reach Stonemark Wealth Management at +16263049888.

Stonemark Wealth Management generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Stonemark Wealth Management has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Stonemark Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Stonemark Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stonemark Wealth Management

Peter Chen

Founder And Managing Principal

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