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PACIFIC SAGE PARTNERS, LLC
CRD 315663File 801-122834
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.