SAGE STONE WEALTH MANAGEMENT LLC
CRD #155477 SEC #801-91170 LA JOLLA, CA 858-412-6404
SEC Registered
Total AUM
$230.4M
Discretionary
$222.9M
Employees
5
Clients
10
Accounts
424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $230.4M | $222.9M | $7.6M | 5 | 0 |
| Nov 2024 | $198.7M | $192.9M | $5.8M | 4 | 0 |
| Jun 2024 | $198.7M | $192.9M | $5.8M | 4 | 0 |
| May 2024 | $198.7M | $192.9M | $5.8M | 4 | 0 |
| Mar 2024 | $198.7M | $192.9M | $5.8M | 4 | 0 |
| Feb 2024 | $168.1M | $163.4M | $4.6M | 3 | 0 |
| Mar 2023 | $168.1M | $163.4M | $4.6M | 3 | 0 |
| Aug 2022 | $178.7M | $173.1M | $5.6M | 4 | 0 |
| Mar 2022 | $178.7M | $173.1M | $5.6M | 4 | 0 |
| Mar 2021 | $159.3M | $154.5M | $4.8M | 3 | 0 |
| Jun 2020 | $151.6M | $147.6M | $4M | 3 | 0 |
| Feb 2020 | $151.6M | $147.6M | $4M | 3 | 0 |
| Mar 2019 | $127.5M | $124.1M | $3.5M | 3 | 0 |
| Mar 2018 | $130.5M | $125.2M | $5.3M | 3 | 0 |
| Mar 2017 | $118.2M | $113.5M | $4.7M | 2 | 26 |
| Mar 2016 | $116.4M | $111.9M | $4.5M | 2 | 26 |
| Apr 2015 | $108.5M | $95.9M | $12.6M | 2 | 26 |
| Apr 2015 | $108.5M | $95.9M | $12.6M | 2 | 26 |
| Jul 2012 | $50.2M | $31.2M | $19M | 1 | 26 |
| Jun 2012 | $50.2M | $31.2M | $19M | 1 | 26 |
| Mar 2012 | $42.9M | $31.9M | $11M | 1 | 26 |
| May 2011 | $46.6M | $35.9M | $10.8M | 5 | -- |
| May 2011 | $46.6M | $35.9M | $10.8M | 5 | -- |
| Apr 2011 | $25.4M | $0 | $25.4M | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$230.4M
Discretionary$222.9M
Non-Disc.$7.6M
Employees5
Clients0
DateNov 2024
Total AUM$198.7M
Discretionary$192.9M
Non-Disc.$5.8M
Employees4
Clients0
DateJun 2024
Total AUM$198.7M
Discretionary$192.9M
Non-Disc.$5.8M
Employees4
Clients0
DateMay 2024
Total AUM$198.7M
Discretionary$192.9M
Non-Disc.$5.8M
Employees4
Clients0
DateMar 2024
Total AUM$198.7M
Discretionary$192.9M
Non-Disc.$5.8M
Employees4
Clients0
DateFeb 2024
Total AUM$168.1M
Discretionary$163.4M
Non-Disc.$4.6M
Employees3
Clients0
DateMar 2023
Total AUM$168.1M
Discretionary$163.4M
Non-Disc.$4.6M
Employees3
Clients0
DateAug 2022
Total AUM$178.7M
Discretionary$173.1M
Non-Disc.$5.6M
Employees4
Clients0
DateMar 2022
Total AUM$178.7M
Discretionary$173.1M
Non-Disc.$5.6M
Employees4
Clients0
DateMar 2021
Total AUM$159.3M
Discretionary$154.5M
Non-Disc.$4.8M
Employees3
Clients0
DateJun 2020
Total AUM$151.6M
Discretionary$147.6M
Non-Disc.$4M
Employees3
Clients0
DateFeb 2020
Total AUM$151.6M
Discretionary$147.6M
Non-Disc.$4M
Employees3
Clients0
DateMar 2019
Total AUM$127.5M
Discretionary$124.1M
Non-Disc.$3.5M
Employees3
Clients0
DateMar 2018
Total AUM$130.5M
Discretionary$125.2M
Non-Disc.$5.3M
Employees3
Clients0
DateMar 2017
Total AUM$118.2M
Discretionary$113.5M
Non-Disc.$4.7M
Employees2
Clients26
DateMar 2016
Total AUM$116.4M
Discretionary$111.9M
Non-Disc.$4.5M
Employees2
Clients26
DateApr 2015
Total AUM$108.5M
Discretionary$95.9M
Non-Disc.$12.6M
Employees2
Clients26
DateApr 2015
Total AUM$108.5M
Discretionary$95.9M
Non-Disc.$12.6M
Employees2
Clients26
DateJul 2012
Total AUM$50.2M
Discretionary$31.2M
Non-Disc.$19M
Employees1
Clients26
DateJun 2012
Total AUM$50.2M
Discretionary$31.2M
Non-Disc.$19M
Employees1
Clients26
DateMar 2012
Total AUM$42.9M
Discretionary$31.9M
Non-Disc.$11M
Employees1
Clients26
DateMay 2011
Total AUM$46.6M
Discretionary$35.9M
Non-Disc.$10.8M
Employees5
Clients--
DateMay 2011
Total AUM$46.6M
Discretionary$35.9M
Non-Disc.$10.8M
Employees5
Clients--
DateApr 2011
Total AUM$25.4M
Discretionary$0
Non-Disc.$25.4M
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--