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SAGE STONE WEALTH MANAGEMENT LLC
CRD 155477 · SEC 801-91170
7946 IVANHOE AVENUE, SUITE 316, LA JOLLA, CA, 92037, United States
Phone
858-412-6404
Fax
858-605-9608
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.4M
Discretionary AUM
$253.3M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsPORTFOLIO MONITORING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $19.1M |
| High net worth individuals | 56 | $209.9M |
| Pension/profit sharing plans | 3 | $6.4M |
| Charitable organizations | 9 | $24.0M |
| Corporations/business entities | 2 | $2.1M |
States served
CA, MA, TX
All web addresses on file
Official SEC filing: View on IAPD