Overview
Assets Under Management: $103 million
High-Net-Worth Clients: 162
Average Client Assets: $0.5 million
Frequently Asked Questions
STAGE WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #320774), STAGE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STAGE WEALTH MANAGEMENT, INC. serves 162 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, STAGE WEALTH MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STAGE WEALTH MANAGEMENT, INC. manages $103 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, STAGE WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.18%
Average Client Assets: $0.5 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 320774
Filing ID: 2048844
Last Filing Date: 2026-03-04 12:26:59