# SAGE FINANCIAL ADVISORS, LLC

SAGE FINANCIAL ADVISORS, LLC of RENO, NV is an SEC-registered investment adviser.

## Registration

- CRD: 107607
- Type: SEC-registered investment adviser
- SEC file number: 801-51183
- Location: 110 COUNTRY ESTATES CIRCLE, SUITE 3, RENO, NV, 89511
- Phone: 775-324-7244
- Latest filing: 2023-04-24
- Regulatory AUM: $220.2M
- Discretionary AUM: $216.3M
- Non-discretionary AUM: $3.9M
- Clients: 3
- Accounts: 601

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| POWERS PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| FRIEDMAN GREGORY HUGH | CHIEF STRATEGY OFFICER | — |
| LOY BRIAN MATTHEW | CHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT; SENIOR VICE PRESIDENT (+1 more) | — |
| PAGE ANDREW | SHAREHOLDER | — |
| TEILGLAND STAN | SHAREHOLDER | — |
| YOUNG WILLIAM | SHAREHOLDER | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| HERBOLSHEIMER CORBET CHRISTIAN | OPERATIONS MANAGER | — |
| GRIFFIN KIRSTIN LYNN | SHAREHOLDER; SHAREHOLDER/CHIEF COMPLIANCE OFFICER | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER | — |
| SONTAG ERIC MATTHEW | PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| DEL VALLE CISCO J | CHIEF COMPLIANCE OFFICER | — |
| MOO VERONICA EI CHUN | DIRECTOR | — |
| STASTNEY HOYT RONALD | CHIEF LEGAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107607/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107607/similar
- Related entities: https://search.stillhousedata.com/firm/107607/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107607

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.