# SAGE STONE WEALTH MANAGEMENT LLC

SAGE STONE WEALTH MANAGEMENT LLC of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 155477
- Type: SEC-registered investment adviser
- SEC file number: 801-91170
- Location: 7946 IVANHOE AVENUE, SUITE 316, LA JOLLA, CA, 92037
- Phone: 858-412-6404
- Latest filing: 2026-03-16
- Regulatory AUM: $261.4M
- Discretionary AUM: $253.3M
- Non-discretionary AUM: $8.2M
- Clients: 4
- Accounts: 455

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155477/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155477/similar
- Related entities: https://search.stillhousedata.com/firm/155477/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155477

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.