LIFE STAGE INVESTING, LLC

LIFE STAGE INVESTING, LLC is an SEC-registered investment adviser (CRD 311676). Regulatory assets under management: $2.5M.

Registration

• CRD: 311676
• Type: Registered investment adviser
• Phone: 252-499-0248
• Latest filing: 2026-03-29
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search