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| Keyboard |
| Sage Stone Wealth Management LLC
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|---|---|
| CRD # | 155477 |
| SEC # | 801-91170 |
| CIK # | |
| AUM | 261.4 M (2026-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 858-412-6404 |
| Address | 7946 Ivanhoe Avenue La Jolla, CA 92037 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 19.1 |
| (b) Individuals (high net worth individuals) | 56 | 209.9 |
| (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 | 3 | 6.4 |
| (h) Charitable organizations | 9 | 24.0 |
| (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 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 455 | 261.4 |
| By Discretionary | ||
| Discretionary | 449 | 253.3 |
| Non-Discretionary | 6 | 8.2 |
| Total | 455 | 261.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.4 | |
| Total | 455 | 261.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail, Research |
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|---|---|---|
|
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✚
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MI | 270.5 M |
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Prosperity Wealth Planning LLC
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|
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OR | 263.8 M |
|
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263.4 M | |
|
Newport Wealth Advisors Inc
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|
Our Wealth Guides Inc
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|
Clarity Asset Management Inc
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IA | 257.4 M |
|
Center for Asset Management LLC
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|
FL | 257.1 M |
|
Entelechy LLC
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|
253.3 M | |
|
Maguire Investments LLC
✚
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PA | 253.2 M |