$103.5M Total AUM
$103.5M Disc. AUM
19.0% 3Y CAGR
4 Employees
207 ADV. Clients
4 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2022
- Office Locations
- 3
Office Locations
-- Middletown NJ
-- Scarsdale NY
-- Somers NY
About Stage Wealth Management, Inc.
Stage Wealth Management is a NY-based advisory firm that builds life-stage financial plans for individuals and families, aligning goals, risk tolerance, and ongoing adjustments. The team supports retirement and estate planning needs and implements diversified portfolios using ETFs, mutual funds, and fixed income. Leverages LPL Research resources for market and portfolio guidance.
Team overview
-- AVG AGE
$34.5M AVG AUM / ADVISOR
$499.8K AVG AUM / CLIENT
2.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
G
GLENN BRYAN HECHLER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2605232
- Ownership
- 75% or more
Available
Available
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M
MATTHEW T MCNELIS
--
- CRD
- #4167363
Available
Available
Available
J
Josh Emrah Minotta
--
- CRD
- #8203284
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,453,750 | $499,777 |
| Non-Discretionary | $0 | -- |
| Total | $103,453,750 | $499,777 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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