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GAGE WEALTH MANAGEMENT GROUP
CRD 166651
1 UNIVERSITY DRIVE SUITE 400, NEWTOWN, PA, 18940, United States
Phone
(267) 352-3293
Fax
877-200-6103
Registration
— (—)
Source
State registered
Total AUM
$19.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 26 | $19.1M |
All web addresses on file
Official SEC filing: View on IAPD