GAGE WEALTH MANAGEMENT GROUP

GAGE WEALTH MANAGEMENT GROUP of NEWTOWN, PA is an SEC-registered investment adviser (CRD 166651). Regulatory assets under management: $19.1M.

Registration

• CRD: 166651
• Type: Registered investment adviser
• Location: 1 UNIVERSITY DRIVE SUITE 400, NEWTOWN, PA, 18940
• Phone: (267) 352-3293
• Latest filing: 2026-03-17
• Regulatory AUM: $19.1M
• Non-discretionary AUM: $19.1M
• Clients: 1
• Accounts: 26

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 166651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search