RIA Intel›Advisers›Pennsylvania›CENTER STAGE PLANNING LLC

CENTER STAGE PLANNING LLC

Advisory

PA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in PA

#1,358

of 1,528 advisers by AUM

Average account

$72K

across 127 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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