LIFESTAGE WEALTH MANAGEMENT LLC
CRD #114727 SEC #801-78361 MINNETONKA, MN 763-542-8884
SEC Registered
Total AUM
$163.5M
Discretionary
$161.3M
Employees
5
Clients
251
Accounts
1,106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $163.5M | $161.3M | $2.2M | 5 | 0 |
| Jun 2020 | $147M | $145M | $1.9M | 5 | 0 |
| Mar 2020 | $147M | $145M | $1.9M | 5 | 0 |
| Mar 2019 | $133M | $130.9M | $2.1M | 5 | 0 |
| Mar 2018 | $134M | $131.7M | $2.4M | 5 | 0 |
| Oct 2017 | $123.2M | $120.8M | $2.3M | 5 | 13 |
| Mar 2017 | $123.2M | $120.8M | $2.3M | 5 | 400 |
| Feb 2016 | $111.4M | $109.7M | $1.7M | 5 | 400 |
| Feb 2015 | $113.9M | $112.1M | $1.9M | 5 | 400 |
| Feb 2015 | $113.9M | $112.1M | $1.9M | 5 | 400 |
| Oct 2014 | $107.2M | $105.4M | $1.7M | 5 | 300 |
| Feb 2014 | $107.2M | $105.4M | $1.7M | 5 | 300 |
| Jul 2013 | $101.2M | $99.1M | $2.2M | 5 | 300 |
| Apr 2012 | $79.2M | $77M | $2.2M | 1 | 300 |
| Feb 2012 | $79.2M | $77M | $2.2M | 1 | 300 |
| Feb 2012 | $79.2M | $77M | $2.2M | 1 | 300 |
| Feb 2011 | $76.6M | $75.1M | $1.5M | 5 | -- |
| Oct 2007 | $73M | $70.9M | $2.1M | 5 | -- |
| Feb 2007 | $73M | $70.9M | $2.1M | 5 | -- |
| Feb 2006 | $64.4M | $61.5M | $2.8M | 5 | -- |
| Mar 2004 | $31M | $31M | $0 | 5 | -- |
| Sep 2001 | $40.9M | $0 | $40.9M | 5 | -- |
DateMar 2021
Total AUM$163.5M
Discretionary$161.3M
Non-Disc.$2.2M
Employees5
Clients0
DateJun 2020
Total AUM$147M
Discretionary$145M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2020
Total AUM$147M
Discretionary$145M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2019
Total AUM$133M
Discretionary$130.9M
Non-Disc.$2.1M
Employees5
Clients0
DateMar 2018
Total AUM$134M
Discretionary$131.7M
Non-Disc.$2.4M
Employees5
Clients0
DateOct 2017
Total AUM$123.2M
Discretionary$120.8M
Non-Disc.$2.3M
Employees5
Clients13
DateMar 2017
Total AUM$123.2M
Discretionary$120.8M
Non-Disc.$2.3M
Employees5
Clients400
DateFeb 2016
Total AUM$111.4M
Discretionary$109.7M
Non-Disc.$1.7M
Employees5
Clients400
DateFeb 2015
Total AUM$113.9M
Discretionary$112.1M
Non-Disc.$1.9M
Employees5
Clients400
DateFeb 2015
Total AUM$113.9M
Discretionary$112.1M
Non-Disc.$1.9M
Employees5
Clients400
DateOct 2014
Total AUM$107.2M
Discretionary$105.4M
Non-Disc.$1.7M
Employees5
Clients300
DateFeb 2014
Total AUM$107.2M
Discretionary$105.4M
Non-Disc.$1.7M
Employees5
Clients300
DateJul 2013
Total AUM$101.2M
Discretionary$99.1M
Non-Disc.$2.2M
Employees5
Clients300
DateApr 2012
Total AUM$79.2M
Discretionary$77M
Non-Disc.$2.2M
Employees1
Clients300
DateFeb 2012
Total AUM$79.2M
Discretionary$77M
Non-Disc.$2.2M
Employees1
Clients300
DateFeb 2012
Total AUM$79.2M
Discretionary$77M
Non-Disc.$2.2M
Employees1
Clients300
DateFeb 2011
Total AUM$76.6M
Discretionary$75.1M
Non-Disc.$1.5M
Employees5
Clients--
DateOct 2007
Total AUM$73M
Discretionary$70.9M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2007
Total AUM$73M
Discretionary$70.9M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2006
Total AUM$64.4M
Discretionary$61.5M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2004
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees5
Clients--