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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LIFESTAGE WEALTH MANAGEMENT LLC

CRD 114727

MINNETONKA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70bd72dc-9132-0147-102f-9beae696d054

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2012 to Mar 31, 2021
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $163MItem 5.F on the latest filing (2021-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $161M
Private client RAUM: $163MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,106
Individual clients: 412
High net worth clients: 27
Custody, client assets: $0
SEC number: 801-78361
CRD: 114727
Filings on the tape: 16
First filed: Feb 16, 2012
Latest filed: Mar 31, 2021
Organised: Limited Liability Company, Minnesota

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KUEHL, BRUCE, CAMERON	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	02/2004	Feb 16, 2012	Mar 31, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 31, 2021	$163M	$161M	5	2	0	n/a	n/a
2019	Mar 30, 2020	$147M	$145M	5	2	0	n/a	n/a
2018	Mar 30, 2019	$133M	$131M	5	2	0	n/a	n/a
2017	Mar 27, 2018	$134M	$132M	5	2	0	n/a	n/a
2016	Mar 8, 2017	$123M	$121M	5	2	n/a	n/a	n/a
2015	Feb 26, 2016	$111M	$110M	5	2	n/a	n/a	n/a
2014	Feb 10, 2015	$114M	$112M	5	2	n/a	n/a	n/a
2013	Feb 14, 2014	$107M	$105M	5	2	n/a	n/a	n/a
2011	Feb 16, 2012	$79.2M	$77.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$163M	$147M	11.2%	$134M	6.8%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AVIOR WEALTH MANAGEMENT, LLC	2	Oct 26, 2021	Aug 18, 2025	MINNETONKA, MN	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← KUEHL, BRUCE, CAMERONOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 16, 2012 to presentfactForm ADV

Moved with (1)

→ AVIOR WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Oct 26, 2021 to Aug 18, 2025factForm ADV

Registered with (2)

← BRUCE CAMERON KUEHLAdvisorregistration: previous registration
May 4, 2012 to Oct 26, 2021factForm ADV
← NATHANAEL MICAH HAHMAdvisorregistration: previous registration
Nov 22, 2013 to Oct 26, 2021factForm ADV

Dated events

Occurred
Jul 15, 2013
First Form ADV filing
Lifestage Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70bd72dc-9132-0147-102f-9beae696d054
First observed: Feb 16, 2012
Last observed: Mar 31, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFESTAGE WEALTH MANAGEMENT LLC

CRD 114727

MINNETONKA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70bd72dc-9132-0147-102f-9beae696d054

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KUEHL, BRUCE, CAMERON

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

02/2004

Feb 16, 2012

Mar 31, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 31, 2021

$163M

$161M

n/a

2019

Mar 30, 2020

$147M

$145M

n/a

2018

Mar 30, 2019

$133M

$131M

n/a

2017

Mar 27, 2018

$134M

$132M

n/a

2016

Mar 8, 2017

$123M

$121M

n/a

2015

Feb 26, 2016

$111M

$110M

n/a

2014

Feb 10, 2015

$114M

$112M

n/a

2013

Feb 14, 2014

$107M

$105M

n/a

2011

Feb 16, 2012

$79.2M

$77.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$163M

$147M

11.2%

$134M

6.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AVIOR WEALTH MANAGEMENT, LLC

Oct 26, 2021

Aug 18, 2025

MINNETONKA, MN

Team lift out

RIA to RIA

100.0%