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| Keyboard |
| Sage Wealth Planning LLC
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|---|---|
| CRD # | 300747 |
| SEC # | 801-133767 |
| CIK # | |
| AUM | 127.0 M (2026-06-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 231-221-2448 |
| Address | 116 W 8th Street Georgetown, TX 78626 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 3.9 |
| (b) Individuals (high net worth individuals) | 97 | 118.9 |
| (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 | 4.1 |
| (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 | 415 | 127.0 |
| By Discretionary | ||
| Discretionary | 413 | 122.9 |
| Non-Discretionary | 2 | 4.1 |
| Total | 415 | 127.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.0 | |
| Total | 415 | 127.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cardinal Retirement Planning Inc
✚
|
127.4 M | |
|
Luminescent Wealth Management Inc
✚
|
AZ | 127.4 M |
|
2 Knights Wealth Management LLC
✚
|
OH | 127.3 M |
|
Fairchild Financial Advisors Inc
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|
CA | 127.3 M |
|
AXIM Wealth Management LLC
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|
OH | 127.2 M |
|
Wright Wealth Strategies LLC
✚
|
CA | 127.2 M |
|
Oxley Harry KEIR
✚
|
CA | 127.0 M |
|
Miller Financial Services Inc
✚
|
CA | 127.0 M |
|
ADVR Inc
✚
|
SC | 126.8 M |
|
Shadowridge Asset Management LLC
✚
|
TX | 126.7 M |