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SAGE WEALTH PLANNING
SAGE WEALTH PLANNING, LLC
CRD 300747 · SEC 801-133767
116 W 8TH STREET, UNIT 207, GEORGETOWN, TX, 78626, United States
Phone
(231) 221-2448
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.0M
Discretionary AUM
$122.9M
Team
3 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $3.9M |
| High net worth individuals | 97 | $118.9M |
States served
MI, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD