SAGE MOUNTAIN ADVISORS, LLC

CRD 298593 · SEC 801-114002

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945 EAST PACES FERRY ROAD NE, SUITE 2660, ATLANTA, GA, 30326, United States

Phone

(404) 795-8361

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.29B

Discretionary AUM

$4.29B

Team

31 total employees; 20 advisory reps; 13 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; MINIMUM FEES AND REPORTING FEES

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersGENERAL CONSULTING SERVICES

Client types

Type	Clients	AUM
Individuals	25	$5.0M
High net worth individuals	161	$4.02B
Pooled investment vehicles	3	$26.9M
Charitable organizations	4	$234.2M

States served

CA, CO, GA, LA, NE, NJ, NY, NC, OK, PA, TN, WY, TX, FL

All web addresses on file

https://www.linkedin.com/company/sage-mountain-advisors/
HTTPS://WWW.SAGEMOUNTAINADVISORS.COM

Official SEC filing: View on IAPD