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| Happy Holidays!! thanks for using AUM13F!! |
| Craft & Sage Wealth LLC
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| CRD # | 323565 |
| SEC # | 801-127993 |
| CIK # | |
| AUM | $289.7 M (2025-07-21) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 816-436-9939 |
| Address | 1535 Walnut Street Kansas City, MO 64108 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 86.5 |
| (b) Individuals (high net worth individuals) | 145 | 189.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 13.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,311 | 289.7 |
| By Discretionary | ||
| Discretionary | 1,311 | 289.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,311 | 289.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.7 | |
| Total | 1,311 | 289.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Covenant Group LLC
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|
TX | 0.3 |
|
Farther Asset Management LLC
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|
CA | 0.3 |
|
Ricketts Financial LLC
✚
|
KY | 0.3 |
|
AXIS Wealth Partners LLC
✚
|
RI | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
Financial Planning Navigators Corp
✚
|
MN | 0.3 |
|
The Wealth Group Ltd
✚
|
NC | 0.3 |
|
Bridge Generations Wealth Management LLC
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|
FL | 0.3 |
|
Dynamic Market Advantage LLC
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|
KY | 0.3 |