SAGE STONE WEALTH MANAGEMENT LLC of LA JOLLA, CA is an SEC-registered investment adviser (CRD 155477). Regulatory assets under management: $261.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Mary Naber | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | — |
| Roy Michael Lopez | VICE PRESIDENT | — |
| KING MARY NABER | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| LOPEZ ROY MICHAEL | VICE PRESIDENT; VICE PRESIDENT OF FINANCIAL ANALYTICS AND OPERATIONS | — |
| NABER MARY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT; MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | — |