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PACIFIC SAGE PARTNERS, LLC
CRD 315663File 801-122834
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$986.3M
Above cohort median (national)
Discretionary AUM
$985.5M
Non-discretionary $759K
Clients
830
2,482 accounts
Employees
8
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 8, 2021
- Principal office
- 505 5TH AVENUE SOUTH, SUITE 104, EDMONDS, WA, 98020
- Phone
- (206) 533-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $986.3M
- Discretionary AUM
- $985.5M
- Non-discretionary AUM
- $759K
- Discretionary accounts
- 2,465
- Non-discretionary accounts
- 17
- Total accounts
- 2,482
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $27.9M |
| Charitable organizations | 7 | $12.2M |
| High net worth individuals | 222 | $756.8M |
| Individuals (other than high net worth individuals) | 582 | $189.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 | Employees | 11 | 8 | decreased by3 |
| Apr 1, 2026 | Clients | 833 | 830 | decreased by3 |
| Apr 1, 2026 | AUM | $857,768,310 | $986,251,535 | increased by$128,483,225 |
| Apr 1, 2026 | Accounts | 2,369 | 2,482 | increased by113 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 11 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 771 | 833 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $696,082,978 | $857,768,310 | increased by$161,685,332 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,176 | 2,369 | increased by193 |
| May 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2022 | AUM | $0 | $696,082,978 | increased by$696,082,978 |
| May 1, 2022 | Accounts | 0 | 2,176 | increased by2,176 |
| Jan 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC SAGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC SAGE” 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.