# LifeStage Wealth Management

LifeStage Wealth Management is a Multi Family Office based in Coon Rapids, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Coon Rapids, United States
- **Region:** North America
- **Address:** Coon Rapids, MN, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** lifestagewealth.com
- **LinkedIn:** https://www.linkedin.com/company/lifestage-wealth-management

## Regulatory record

- **CRD number:** 116143
- **Registration status:** State-Registered Investment Adviser (MN) — not registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

LifeStage Wealth Management is a state-registered investment adviser in Coon Rapids, MN. It manages approximately $75 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Sectors

- Financial Services

## Questions

### What investment philosophy does LifeStage Wealth Management follow?

The firm emphasizes financial planning over product sales, structuring portfolios around client-defined goals such as retirement income, education funding, and legacy transfer. Investment implementation favors low-cost, diversified public-market holdings, with allocation to equities, fixed income, and real estate through REITs. There is no public evidence LifeStage recommends or allocates to private equity, venture capital, or hedge funds.

## Related profiles

- [Lifespan Corporation Retirement Plan](https://altss.com/profile/lifespan-corporation-retirement-plan)
- [Lifestyle Asset Management](https://altss.com/profile/lifestyle-asset-management)

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Updated: 2026-10-23T08:54:08.150Z

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