CRD: 116143
Lifestage Wealth Management, Inc.
$74.6M Total AUM
$74.6M Disc. AUM
-- 3Y CAGR
2 Employees
121 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2002
- Office Locations
- 1
Office Locations
199 Coon Rapids Blvd, Suite 101 Coon Rapids MN
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.
Team overview
-- AVG AGE
$37.3M AVG AUM / ADVISOR
$616.8K AVG AUM / CLIENT
11.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MATTHEW DAVID ENGELMANN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4820270
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JEFFREY LYNN WICKMANN
Financial Advisor
- CRD
- #2116609
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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