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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Stone Wealth Management LLC
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|---|---|
| CRD # | 155477 |
| SEC # | 801-91170 |
| CIK # | |
| AUM | $230.4 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 858-412-6404 |
| Address | 7946 Ivanhoe Avenue La Jolla, CA 92037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 15.2 |
| (b) Individuals (high net worth individuals) | 54 | 188.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.1 |
| (h) Charitable organizations | 8 | 19.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 424 | 230.4 |
| By Discretionary | ||
| Discretionary | 418 | 222.9 |
| Non-Discretionary | 6 | 7.6 |
| Total | 424 | 230.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 230.3 | |
| Total | 424 | 230.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valuewealth Services LLC
✚
|
MD | 0.2 |
|
Welch Investment Group LLC
✚
|
OR | 0.2 |
|
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
Vivid Wealth Management LLC
✚
|
IA | 0.2 |
|
Center for Asset Management LLC
✚
|
FL | 0.2 |
|
Nestegg Advisors Inc
✚
|
NY | 0.2 |
|
Apex Strategic Wealth LLC
✚
|
TN | 0.2 |
|
Lummis Asset Management LP
✚
|
TX | 0.2 |
|
Clarity Asset Management Inc
✚
|
IA | 0.2 |