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| Sage Private Wealth Group LLC
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|---|---|
| CRD # | 173399 |
| SEC # | 801-119804 |
| CIK # | 0001845635 |
| AUM | 440.8 M (2026-03-18) |
| Employees | 15 (20% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 630-933-0000 |
| Address | 18W140 Butterfield Road, Suite 1160 Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845635 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 16.5 | ||
| World Currency Gold Trust | 15.4 | ||
| Nvidia Corp | 9.0 | ||
| Apple Inc | 4.2 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 1.8 | ||
| J P Morgan Chase & Co | 1.3 | ||
| SPDR Gold Trust | 1.3 | ||
| Lilly Eli & Co | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| Motorola Inc | 1.0 | ||
| CME Group Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| AbbVie Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Analog Devices Inc | 0.9 | ||
| Incyte Corp | 0.9 | ||
| TJX Companies Inc /DE/ | 0.9 | ||
| Visa Inc | 0.8 | ||
| Illumina Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 28.3 |
| (b) Individuals (high net worth individuals) | 333 | 399.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 11.4 |
| (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 | 0.0 |
| (n) Other | 2 | 2.1 |
| Total | 480 | 440.8 |
| By Discretionary | ||
| Discretionary | 397 | 419.2 |
| Non-Discretionary | 83 | 21.5 |
| Total | 480 | 440.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.8 | |
| Total | 480 | 440.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845635] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meridiana MFO LLC
✚
|
FL | 441.9 M |
|
Bishop & Company Investment Management LLC
✚
|
PA | 440.8 M |
|
AG Asset Advisory LLC
✚
|
CA | 440.5 M |
|
Tower Wealth Partners Inc
✚
|
PA | 440.4 M |
|
Investment Management Consultants
✚
|
NV | 440.3 M |
|
Burford Brothers Inc
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|
TX | 440.2 M |
|
Vantus Wealth LLC
✚
|
PA | 439.8 M |
|
The Moorings Group LLC
✚
|
439.6 M | |
|
Biltmore Wealth Management LLC
✚
|
AZ | 439.6 M |
|
Branson Fowlkes & Co Inc
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|
TX | 439.4 M |