# SAGE PRIVATE WEALTH GROUP, LLC

SAGE PRIVATE WEALTH GROUP, LLC of OAKBROOK TERRACE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 173399
- Type: SEC-registered investment adviser
- SEC file number: 801-119804
- Location: 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181
- Phone: 630-933-0000
- Latest filing: 2026-03-18
- Regulatory AUM: $440.8M
- Discretionary AUM: $419.2M
- Non-discretionary AUM: $21.5M
- Clients: 15
- Accounts: 480

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Christy Jean Fabian | CHIEF COMPLIANCE OFFICER | — |
| Khaled Awad Taha | MANAGING MEMBER | — |
| Noha El-Shareif | MEMBER/CHIEF STRATEGY OFFICER | — |
| Anne Christine Czizek | CHIEF COMPLIANCE OFFICER | — |
| ZIMMER ANDREW RUDOLPH | CHIEF COMPLIANCE OFFICER | — |
| CZIZEK ANNE CHRISTINE | CHIEF COMPLIANCE OFFICER | — |
| TAHA KHALED AWAD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| EL-SHAREIF NOHA | MEMBER/CHIEF STRATEGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173399/similar
- Related entities: https://search.stillhousedata.com/firm/173399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173399

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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.