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SAGE PRIVATE WEALTH GROUP, LLC

CRD 173399 · SEC 801-119804

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18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181, United States

Phone

630-933-0000

Fax

630-933-0001

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$440.8M

Discretionary AUM

$419.2M

Team

15 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)FAMILY OFFICE SERVICES

Client types

TypeClientsAUM
Individuals146$28.3M
High net worth individuals333$399.0M
Business development companies1$11.4M

States served

CA, CO, IL, IN, MD, MI, OH, PA, PR, VA, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD