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  1. Companies/
  2. Sage Stone Wealth Management, LLC

Filings through Oct 24, 2026.

Sage Stone Wealth Management, LLC

EIN 27-3734734-financial services-Latest filing 2025
Plans
1
Retirement
1
$258K assets
Health & Benefits
0
Participants
5
7946 IVANHOE AVENUE, SUITE 316 - LAJOLLA, CA 92037818-415-3938sagestonewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$258K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SAGE STONE WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$258K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SAGE STONE WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$258K52025
  • SAGE STONE WEALTH MANAGEMENT, LLC 401(K) PLAN$258K
    #001 · 401(k) · 20255
Retirement plans
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