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Building 2LIFESTAGE WEALTH MANAGEMENT LLC

Map pinMINNETONKA, MN
Phone763-542-8884
NotebookSEC #801-78361
Total AUM
$163.5M
Employees
5
Clients
439

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
$163.5M
Accounts
1,106
Discretionary
$161.3M
Accounts
996
Non-Discretionary
$2.2M
Accounts
110

ContactClients

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Individual Clients
412
AUM
$122.9M
HNW Individual Clients
27
AUM
$40.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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