SAGE WEALTH PLANNING, LLC

SAGE WEALTH PLANNING, LLC of GEORGETOWN, TX is an SEC-registered investment adviser (CRD 300747). Regulatory assets under management: $127.0M.

Registration

• CRD: 300747
• SEC file number: 801-133767
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search