Stage 2 Planning Partners LLC
Stage 2 Planning Partners LLC is an SEC-registered mass-market adviser in S Burlington, VT with $106.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Stage 2 Planning Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323281, SEC 801-135707, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $106.5M (2026-06-01)
- Firm type
- Mass-Market Adviser
- Location
- S Burlington, VT
- Employees
- 2
- Clients
- 308
- CRD
- 323281
- Ownership
- DOUGLASS, CHRISTOPHER, ALAN; MAYNARD, SANDRA, MARIE
How much AUM does Stage 2 Planning Partners LLC have?
Stage 2 Planning Partners LLC reported $106.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Stage 2 Planning Partners LLC?
Disclosed owners and executives of Stage 2 Planning Partners LLC include DOUGLASS, CHRISTOPHER, ALAN, MAYNARD, SANDRA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.