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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Private Wealth Group LLC
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|---|---|
| CRD # | 173399 |
| SEC # | 801-119804 |
| CIK # | 0001845635 |
| AUM | $395.2 M (2025-04-21) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 630-933-0000 |
| Address | 18W140 Butterfield Road, Suite 1160 Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 11.5 | ||
| iShares Comex Gold Trust | 10.7 | ||
| Nvidia Corp | 3.7 | ||
| Microsoft Corp | 3.7 | ||
| Apple Inc | 3.2 | ||
| Broadcom Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Amazon Com Inc | 1.3 | ||
| Lilly Eli & Co | 1.2 | ||
| Motorola Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 90.2 |
| (b) Individuals (high net worth individuals) | 117 | 294.3 |
| (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 | 0 | 0.0 |
| (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 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,143 | 395.2 |
| By Discretionary | ||
| Discretionary | 984 | 376.0 |
| Non-Discretionary | 159 | 19.2 |
| Total | 1,143 | 395.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.2 | |
| Total | 1,143 | 395.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845635] |
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