# SAGE WEALTH CONSULTING, LLC

SAGE WEALTH CONSULTING, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 298912
- Type: SEC-registered investment adviser
- Location: 6151 LAKE OSPREY DRIVE, SARASOTA, FL, 34240
- Phone: 941-500-3660
- Latest filing: 2026-02-10
- Regulatory AUM: $12.0M
- Discretionary AUM: $12.0M
- Clients: 1
- Accounts: 67

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298912/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298912/similar
- Related entities: https://search.stillhousedata.com/firm/298912/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298912

---

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.