Stage Wealth Management, Inc.
● SEC registered since 2022CRD 320774SEC# 801-125030
Reg. AUM
$103.5M
Employees
4
Accounts
207
Location
—
Stage Wealth Management, Inc. assets under management
Stage Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $103.5 million in regulatory assets under management and employs 4 people.
Stage Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Bryan Hechler Control | President & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Stage Wealth Management, Inc. manage?
Stage Wealth Management, Inc. reports $103.5 million in regulatory assets under management on its Form ADV.
How many employees does Stage Wealth Management, Inc. have?
Stage Wealth Management, Inc. reports 4 employees.
Does Stage Wealth Management, Inc. disclose fund performance?
Stage Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 844-782-4396 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$103.5M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$103.5Mregulatory AUM
Discretionary $103.5M