LIFESTAGE WEALTH MANAGEMENT LLC

LIFESTAGE WEALTH MANAGEMENT LLC of MINNETONKA, MN is an SEC-registered investment adviser (CRD 114727). Regulatory assets under management: $163.5M.

Registration

• CRD: 114727
• SEC file number: 801-78361
• Type: Registered investment adviser
• Location: 11100 WAYZATA BOULEVARD, SUITE 510, MINNETONKA, MN, 55305
• Phone: 763-542-8884
• Latest filing: 2021-03-31
• Regulatory AUM: $163.5M
• Discretionary AUM: $161.3M
• Non-discretionary AUM: $2.2M
• Clients: 5
• Accounts: 1,106

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 114727 on SEC IAPD (source of record)
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