CRD: 116143
Lifestage Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2002
- Office Locations
- 1
Office Locations
About Lifestage Wealth Management, Inc.
LifeStage Wealth Management, Inc. is a retail RIA based in Coon Rapids, Minnesota. The firm provides portfolio management and asset-allocation guidance, including insurance and business-succession planning. Client portfolios appear ETF-centric with meaningful U.S. government/agency bond exposure. Custody is reported with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 121 clients, or 60.5 clients per representative. That equates to $616.8K in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lifestage Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW DAVID ENGELMANN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4820270
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEFFREY LYNN WICKMANN
Financial Advisor
- CRD
- #2116609
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,633,038 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,633,038 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lifestage Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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