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LIFESTAGE WEALTH MANAGEMENT, INC.
CRD 116143
199 COON RAPIDS BLVD, SUITE 101, COON RAPIDS, MN, 55433, United States
Phone
952-431-5200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$74.6M
Discretionary AUM
$74.6M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $25.0M |
| High net worth individuals | 21 | $49.7M |
All web addresses on file
Official SEC filing: View on IAPD