STAGE WEALTH MANAGEMENT, INC.

333 Jericho Tpke.
Suite 324
Jericho, New York 11753-1105
Tel: 844-782-4396

About STAGE WEALTH MANAGEMENT, INC.

STAGE WEALTH MANAGEMENT, INC, formally registered with the SEC as STAGE WEALTH MANAGEMENT, INC. The firm was established in 05/13/2022. They have over 3 offices throughout the country.

STAGE WEALTH MANAGEMENT, INC. is a Jericho, New York based Financial Planning firm with nearly $71,151,593 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	320774
SEC#	801-125030
Assets Managed by Firm	$71,151,593
No. of Clients	172
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	172	$71,151,593
Individuals (other than high net worth individuals)	119	$29,477,699
High net worth individuals	47	$34,221,130
Charitable organizations	2	$2,799,202
Corporations or other businesses	3	$4,653,562

More Retirement Planning firms in Jericho, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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