SAGE STONE WEALTH MANAGEMENT LLC
SEC RegisteredWealth Management for High Net Worth Clients
About the firm
Sage Stone Wealth Management is an ethical investing firm based in La Jolla, CA, with over 22 years of history helping clients navigate complex investment choices while aligning investments with client values and priorities. The firm serves individuals, nonprofits, and companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, ethical/values-based investing, and personalized financial planning
Who they serve
High net worth individuals, nonprofits, and companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $19M |
| High Net Worth Individuals | 56 | $210M |
| Charitable Organizations | 3 | $6.4M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGE STONE WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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