CENTER STAGE PLANNING LLC

CENTER STAGE PLANNING LLC is an SEC-registered investment adviser (CRD 330460). Regulatory assets under management: $9.2M.

Registration

• CRD: 330460
• Type: Registered investment adviser
• Phone: 7177156741
• Latest filing: 2026-07-20
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 2
• Accounts: 127

Business model

Compensation: % of AUM, 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 330460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search