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Building 2LIFESTAGE WEALTH MANAGEMENT LLC

Map pinMINNETONKA, MN
Phone763-542-8884
NotebookSEC #801-60577
Total AUM
$79.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11100 WAYZATA BOULEVARD
SUITE 510
MINNETONKA
MN 55305
United States
Operating Hours
8:30 A.M. TO 5:00 P.M. (CST)
Monday - Friday
Phone
763-542-8884

ReceiptFinancials

Total AUM
$79.2M
Accounts
803
Discretionary
$77M
Accounts
768
Non-Discretionary
$2.2M
Accounts
35

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

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

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