LIFESTAGE WEALTH MANAGEMENT, INC.

Overview

Lifestage Wealth Management, Inc. is an independent registered investment adviser operating as a corporation with an individual owner structure. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. Its filing shows a clear preference for managing client assets on a discretionary basis and relying heavily on public mutual funds as the primary vehicle for client allocations. The firm does not act as a capital allocator or run pooled alternative funds, and it does not position itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices