LIFESTAGE WEALTH MANAGEMENT, INC.

LIFESTAGE WEALTH MANAGEMENT, INC. of COON RAPIDS, MN is an SEC-registered investment adviser (CRD 116143). Regulatory assets under management: $74.6M.

Registration

• CRD: 116143
• Type: Registered investment adviser
• Location: 199 COON RAPIDS BLVD, SUITE 101, COON RAPIDS, MN, 55433
• Phone: 952-431-5200
• Latest filing: 2026-06-16
• Regulatory AUM: $74.6M
• Discretionary AUM: $74.6M
• Clients: 2
• Accounts: 377

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116143 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search