Stage Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Stage Wealth Management reports 207 clients. They include 162 high-net-worth individuals, 41 individual clients, and 3 corporations and other businesses. Of its assets, 100.0% ($103M across 207 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $103M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | 8% |
| High-net-worth individuals | 78% | 85% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $7.8M | 7.5% | $190K |
| High-net-worth individuals | 162 | $88.1M | 85.2% | $544K |
| Charitable organizations | 1 | $1.9M | 1.8% | $1.9M |
| Corporations and other businesses | 3 | $5.63M | 5.4% | $1.88M |
| Total | 207 | $103M | 100% | $500K |
- Clients
- 41
- Regulatory AUM
- $7.8M
- AUM share
- 7.5%
- Avg. per client
- $190K
- Clients
- 162
- Regulatory AUM
- $88.1M
- AUM share
- 85.2%
- Avg. per client
- $544K
- Clients
- 1
- Regulatory AUM
- $1.9M
- AUM share
- 1.8%
- Avg. per client
- $1.9M
- Clients
- 3
- Regulatory AUM
- $5.63M
- AUM share
- 5.4%
- Avg. per client
- $1.88M
Total
- Clients
- 207
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- $500K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Stage Wealth Management charges up to 2.00% a year for its Wrap Fee Program. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting Services
- Pension consulting fee is a percentage of plan assets, negotiated case by case under a consulting agreement; no rate is stated.
Glenn Hechler owns 75% or more of Stage Wealth Management. The leadership team of Stage Wealth Management includes President Glenn Hechler. It has 4 employees, 3 of them in advisory roles.
Leadership
Glenn HechlerPresident & Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 insurance agents
- Owns 75% or more of Stage Wealth Management, Inc.
Glenn Hechler
Control person · since June 2022
Stage Wealth Management’s regulatory assets grew Infinity× from $0 (July 2022) to $103M (March 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $103M | 207 | 4 | 3 |
| April 2025 | $82.3M | 180 | 3 | 3 |
| April 2024 | $71.2M | 171 | 3 | 3 |
| May 2023 | $67.3M | 132 | 3 | 1 |
| July 2022 | $0 | 0 | 3 | 1 |
Besides its headquarters, Stage Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Stage Wealth Management, Inc.
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 844-782-4396
- SEC file
- 801-125030
- Structure
- New York corporation
- Fiscal year end
- December
Stage Wealth Management uses LPL Financial ($103M) as custodian for its separately managed accounts. Stage Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $103M100%
At year end, Stage Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds76%
- Cash6%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Stage Wealth Management have?
Stage Wealth Management has 207 clients and manages $103 million for them, as of March 2026. They include 162 high-net-worth individuals, 41 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Stage Wealth Management offer?
Stage Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stage Wealth Management charge?
Stage Wealth Management charges up to 2.00% a year for its Wrap Fee Program. The fee is billed in advance and is negotiable.
Source: STAGE WEALTH MANAGEMENT, INC. ADV PART 2 BROCHURE, filed 4 March 2026
Which custodians does Stage Wealth Management use?
Stage Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Stage Wealth Management have?
Stage Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stage Wealth Management invest in?
At the end of its last fiscal year, Stage Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stage Wealth Management?
Stage Wealth Management’s direct owner is Glenn Hechler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Stage Wealth Management get paid?
Stage Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stage Wealth Management?
Its phone number is 844-782-4396.