Sage Stone Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated March 16, 2026, reports $261M in regulatory assets under management, 4 employees, and 455 accounts.
Assets Under Management
$261M
Employees
4
Offices
--
Total Clients
126
Primary office
LA JOLLA, CA
7946 IVANHOE AVENUE, SUITE 316, LA JOLLA, CA, United States
Top client segmentIndividuals represent 44.4% of total clients.
Top client categories% of clientsClients
1
Individuals
44.4%
56
2
HNWI
44.4%
56
3
Charitable
7.1%
9
4
Pension Plans
2.4%
3
5
Corporations
1.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 16, 2026
Discretionary96.9%
$253M
97% of total RAUM96.9%
Non-discretionary3.1%
$8M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts455
10Y AUM Change+$143M (+121.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.