Sage Stone Wealth Management LLC
Sage Stone Wealth Management LLC is an SEC-registered wealth manager in La Jolla, CA with $261.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Sage Stone Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155477, SEC 801-91170, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $261.4M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 4
- Clients
- 126
- CRD
- 155477
- Ownership
- KING, MARY, NABER; LOPEZ, ROY, MICHAEL; NABER, MARY
How much AUM does Sage Stone Wealth Management LLC have?
Sage Stone Wealth Management LLC reported $261.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Sage Stone Wealth Management LLC?
Disclosed owners and executives of Sage Stone Wealth Management LLC include KING, MARY, NABER, LOPEZ, ROY, MICHAEL, NABER, MARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.