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Building 2STAGE WEALTH MANAGEMENT, INC.

Map pin
Phone844-782-4396
NotebookSEC #801-125030
Total AUM
$103.5M
Employees
4
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
844-782-4396
Other Offices
2

ReceiptFinancials

Total AUM
$103.5M
Accounts
207
Discretionary
$103.5M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$7.8M
HNW Individual Clients
162
AUM
$88.1M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
3
AUM
$5.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYOKTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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