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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- LegacyMeridian
- Established Date
- 02-09-2016
- Office Locations
- 4
Office Locations
About Cultivating Wealth
Cultivating Wealth is an RIA providing elevated financial planning and investment management for entrepreneurs, business owners, and individuals navigating major life transitions (divorce, liquidity events, career moves, inheritances). Portfolios emphasize diversified asset allocation using public funds and ETFs, custodied at Charles Schwab. The firm is founder-led by Sara Beth Stanich and has been featured in outlets including CBS and Yahoo Finance.
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Client Personas
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Owner & Executives
SARA BETH STANICH
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5397545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Lauren Elizabeth Sylvan
Senior Financial Advisor
- CRD
- #6974615
Hana Walton
--
- CRD
- #8053402
Fusion summit
Fusion pioneer delta
- CRD
- #19030
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,776,444 | $291,761 |
| Non-Discretionary | $0 | -- |
| Total | $209,776,444 | $291,761 |
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Separately Managed Accounts
Total SMA Asset: $209,776,444
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,891,018,516 | 35.8% |
| Cash | $665,554,003 | 12.6% |
| Public Funds | $1,552,959,340 | 29.4% |
| Other | $1,172,642,766 | 22.2% |
| Total | $5,282,174,625 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH VERTEX | OAK BEACON | XV6ERR1AR | CNHKZ | 4.17% | $74,911,331 |
| ELEMENT FUSION EMBER | ATLAS PATHWAY | 1USVJK7GJ | HISIZ | 5.80% | $70,335,403 |
| GLACIER OAK ZENITH | ALPHA RIDGE | DFS0KME8C | SOL | 6.59% | $8,045,299 |
| BEACON PATHWAY | BEACON VECTOR | 9DSBMIJ36 | NTDI | 9.19% | $78,969,164 |
| RADIAL PEAK | DELTA FUSION | 9XBQP4O2V | SECY | 9.01% | $32,629,647 |
| MOMENTUM CREST VECTOR | GLACIER ALPHA | 5ND3PZHVM | FHT | 1.11% | $2,561,462 |
| BRIDGE MERIDIAN | OPTIMA ZENITH | 5RY4FYH5O | CGGNN | 5.63% | $87,443,090 |
| VERTEX GLACIER VALUE | OAK RIDGE | 84DNVX15A | ZLLAG | 10.13% | $71,751,054 |