SAGE STONE WEALTH MANAGEMENT LLC

7946 Ivanhoe Avenue
Suite 316
La Jolla, California 92037
Tel: 858-412-6404

About SAGE STONE WEALTH MANAGEMENT LLC

SAGE STONE WEALTH MANAGEMENT LLC, formally registered with the SEC as SAGE STONE WEALTH MANAGEMENT LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.

SAGE STONE WEALTH MANAGEMENT LLC is a La Jolla, California based Financial Planning firm with nearly $198,749,251 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155477
SEC#	801-91170
Assets Managed by Firm	$198,749,251
No. of Clients	409
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (PORTFOLIO MONITORING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	409	$198,749,251
Individuals (other than high net worth individuals)	54	$15,241,979
High net worth individuals	51	$161,886,940
Pension and profit sharing plans	2	$2,690,541
Charitable organizations	6	$18,691,715
Corporations or other businesses	1	$238,076

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