Stage Wealth Management, Inc.

Overview

Stage Wealth Management, Inc. is a fee-based investment adviser organized as a corporation and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional and business accounts, operating primarily on a percentage-of-AUM fee model. Its advisory services emphasize discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the firm also acts as a selector of other advisers—indicating routine use of third-party managers and sub-advisors for portions of client portfolios. Investment positioning is centered on pooled public vehicles as the core sleeve of client portfolios, with a notable allocation into third-party alternative managers for private equity, real estate and digital currency exposure. The firm is affiliated with an insurance company and incorporates annuity solutions in its product mix where appropriate. Stage Wealth Management is identified as a capital allocator, signaling a structured approach to deploying client capital across public and private channels rather than focusing solely on individual security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices