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Sage Stone Wealth Management LLC
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CRD # | 155477 |
SEC # | 801-91170 |
CIK # | |
AUM | $198.7 MM (2024-06-06) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 858-412-6404 |
Address | 7946 Ivanhoe Avenue La Jolla, CA 92037 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 54 | 15.2 |
(b) Individuals (high net worth individuals) | 51 | 161.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 2.7 |
(h) Charitable organizations | 6 | 18.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 409 | 198.7 |
By Discretionary | ||
Discretionary | 403 | 192.9 |
Non-Discretionary | 6 | 5.8 |
Total | 409 | 198.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 198.7 | |
Total | 409 | 198.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
an Exceptional Life Financial LLC
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|
IN | 0.2 |
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |
Booster LLC
✚
|
MD | 0.2 |
Schaeffer Financial LLC
✚
|
MD | 0.2 |
Tudor Financial Inc
✚
|
OH | 0.2 |
Innovative Advisory Partners LLC
✚
|
TN | 0.2 |
Archetype Advisors LLC
✚
|
PA | 0.2 |
RHS Financial LLC
✚
|
CA | 0.2 |
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |