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SAGE WEALTH PLANNING
Legal name: SAGE WEALTH PLANNING, LLC
CRD 300747File 801-133767
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$127.0M
Bottom 25% of cohort (national)
Discretionary AUM
$122.9M
Non-discretionary $4.1M
Clients
119
415 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 30, 2025
- Principal office
- 116 W 8TH STREET, UNIT 207, GEORGETOWN, TX, 78626
- Phone
- (231) 221-2448
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.0M
- Discretionary AUM
- $122.9M
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 413
- Non-discretionary accounts
- 2
- Total accounts
- 415
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 97 | $118.9M |
| Pension and profit sharing plans | Fewer than 5 | $4.1M |
| Individuals (other than high net worth individuals) | 22 | $3.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 108 | 119 | increased by11 |
| Apr 1, 2026 | AUM | $113,690,580 | $127,014,612 | increased by$13,324,032 |
| Apr 1, 2026 | Accounts | 465 | 415 | decreased by50 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.