|
⚲
|
| Stage 2 Planning Partners LLC
✚
|
|
|---|---|
| CRD # | 323281 |
| SEC # | 801-135707 |
| CIK # | |
| AUM | $106.5 M (2026-06-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 802-846-1264 |
| Address | 1233 Shelburne Rd E6 S Burlington, VT 05403 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 70.1 |
| (b) Individuals (high net worth individuals) | 23 | 34.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 106.5 |
| By Discretionary | ||
| Discretionary | 485 | 93.1 |
| Non-Discretionary | 88 | 13.4 |
| Total | 573 | 106.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.5 | |
| Total | 573 | 106.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nye Wealth Management LLC
✚
|
OH | 0.1 |
|
XPS Capital LLC
✚
|
VA | 0.1 |
|
Thayer Financial LLC
✚
|
NC | 0.1 |
|
Fiduciary Advisor Advocates LLC
✚
|
0.1 | |
|
MANA Financial Life Design LLC
✚
|
0.1 | |
|
Westpoint Wealth Management LLC
✚
|
OH | 0.1 |
|
Experience Your Wealth LLC
✚
|
0.1 | |
|
Compass Retirement LLC
✚
|
0.1 | |
|
Vavra Capital Management LLC
✚
|
0.1 | |
|
Millstone Financial Group Limited Liability Company
✚
|
NJ | 0.1 |