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STAGE WEALTH MANAGEMENT, INC.

· CRD 320774 · IAPD ↗ · stagewealthmanagement.com · 844-782-4396

$103.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — STAGE WEALTH MANAGEMENT, INC. reported RAUM up 26% ($82.3M -> $103.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — STAGE WEALTH MANAGEMENT, INC. added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.