Stage Wealth Management, Inc.
Stage Wealth Management, Inc. is an SEC-registered mass-market adviser with $103.5M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Stage Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 320774, SEC 801-125030, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $103.5M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 207
- CRD
- 320774
- Ownership
- HECHLER, GLENN, BRYAN; PARTSINEVELOS, KATHY
How much AUM does Stage Wealth Management, Inc. have?
Stage Wealth Management, Inc. reported $103.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Stage Wealth Management, Inc.?
Disclosed owners and executives of Stage Wealth Management, Inc. include HECHLER, GLENN, BRYAN, PARTSINEVELOS, KATHY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.