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STAGE WEALTH MANAGEMENT, INC.
CRD 320774 · SEC 801-125030
NJ, United States
Phone
844-782-4396
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$103.5M
Discretionary AUM
$103.5M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $7.8M |
| High net worth individuals | 162 | $88.1M |
| Charitable organizations | 1 | $1.9M |
| Corporations/business entities | 3 | $5.6M |
States served
NJ, NY, OK, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD