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SAGE STONE WEALTH MANAGEMENT LLC
CRD 155477File 801-91170
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$261.4M
Below cohort median (national)
Discretionary AUM
$253.3M
Non-discretionary $8.2M
Clients
126
455 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 17, 2015
- Principal office
- 7946 IVANHOE AVENUE, SUITE 316, LA JOLLA, CA, 92037
- Phone
- 858-412-6404
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.4M
- Discretionary AUM
- $253.3M
- Non-discretionary AUM
- $8.2M
- Discretionary accounts
- 449
- Non-discretionary accounts
- 6
- Total accounts
- 455
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $2.1M |
| Charitable organizations | 9 | $24.0M |
| High net worth individuals | 56 | $209.9M |
| Pension and profit sharing plans | 3 | $6.4M |
| Individuals (other than high net worth individuals) | 56 | $19.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.