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SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399File 801-119804
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$440.8M
Below cohort median (national)
Discretionary AUM
$419.2M
Non-discretionary $21.5M
Clients
480
480 accounts
Employees
15
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 16, 2020
- Principal office
- 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181
- Phone
- 630-933-0000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $440.8M
- Discretionary AUM
- $419.2M
- Non-discretionary AUM
- $21.5M
- Discretionary accounts
- 397
- Non-discretionary accounts
- 83
- Total accounts
- 480
- AUM per client
- $918K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 333 | $399.0M |
| Business development companies | 1 | $11.4M |
| Individuals (other than high net worth individuals) | 146 | $28.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 482 | 480 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.