SAGE WEALTH CONSULTING, LLC

SAGE WEALTH CONSULTING, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 298912). Regulatory assets under management: $12.0M.

Registration

• CRD: 298912
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search