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Building 2SAGE STONE WEALTH MANAGEMENT LLC

Map pinLA JOLLA, CA
Phone858-412-6404
NotebookSEC #801-91170
Total AUM
$261.4M
Employees
4
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7946 IVANHOE AVENUE
SUITE 316
LA JOLLA
CA 92037
United States
Operating Hours
7AM TO 4PM
Monday - Friday
Phone
858-412-6404

ReceiptFinancials

Total AUM
$261.4M
Accounts
455
Discretionary
$253.3M
Accounts
449
Non-Discretionary
$8.2M
Accounts
6

ContactClients

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Individual Clients
56
AUM
$19.1M
HNW Individual Clients
56
AUM
$209.9M
Pension/Profit Sharing Plan Clients
3
AUM
$6.4M
Charitable Organization Clients
9
AUM
$24M
Corporation or Business Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MONITORING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMATX

HandshakeAffiliates

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

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