Sage Stone Wealth Management LLC

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Assets, Funds, Holdings

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Sage Stone Wealth Management LLC
CRD #155477
SEC #801-91170
CIK #
AUM $198.7 MM (2024-06-06)
Employees 4 (50% Investors, 0% Brokers)
Phone858-412-6404
Address7946 Ivanhoe Avenue
La Jolla, CA 92037
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002010201520202025
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
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Mariaca Wealth Management LLC
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