← Directory
CRAFT & SAGE WEALTH
Legal name: CRAFT & SAGE WEALTH, LLC
CRD 323565File 801-127993
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$306.8M
Below cohort median (national)
Discretionary AUM
$306.8M
Clients
531
1,408 accounts
Employees
11
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 2, 2023
- Principal office
- 2500 SUMMIT STREET, #103, KANSAS CITY, MO, 64108
- Phone
- 816-436-9939
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $306.8M
- Discretionary AUM
- $306.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,408
- Non-discretionary accounts
- 0
- Total accounts
- 1,408
- AUM per client
- $578K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 144 | $203.4M |
| Pension and profit sharing plans | 7 | $16.1M |
| Individuals (other than high net worth individuals) | 380 | $87.2M |
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 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 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.