# SAGE WEALTH PLANNING, LLC

SAGE WEALTH PLANNING, LLC of GEORGETOWN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 300747
- Type: SEC-registered investment adviser
- SEC file number: 801-133767
- Location: 116 W 8TH STREET, UNIT 207, GEORGETOWN, TX, 78626
- Phone: (231) 221-2448
- Latest filing: 2026-06-22
- Regulatory AUM: $127.0M
- Discretionary AUM: $122.9M
- Non-discretionary AUM: $4.1M
- Clients: 3
- Accounts: 415

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Ethan Christopher Kok | PRINCIPAL, CCO, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300747/similar
- Related entities: https://search.stillhousedata.com/firm/300747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300747

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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.