RIA Intel›Advisers›Minnesota›LIFESTAGE WEALTH MANAGEMENT, INC.

LIFESTAGE WEALTH MANAGEMENT, INC.

Advisory

COON RAPIDS, MN

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in MN

#436

of 511 advisers by AUM

Average account

$198K

across 377 accounts

AUM per adviser

$37M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients119

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndFebruary

Operates InMN

Succession Risk

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

See plansIncluded with the Intelligence plan

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

119 clients

21 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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FBD ASSET MGMT, LLC

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PARATUS WEALTH MANAGEMENT, LLC

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