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SAGE WEALTH CONSULTING, LLC

CRD 298912

Visit website

6151 LAKE OSPREY DRIVE, SUITE 300, SARASOTA, FL, 34240, United States

Phone

941-500-3660

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$12.0M

Discretionary AUM

$12.0M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals17$3.9M
High net worth individuals15$8.1M

All web addresses on file

Official SEC filing: View on IAPD