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SAGE ADVISORS, LLC
CRD 301328 · SEC 801-115281
115 2ND AVENUE NORTH, SUITE 200, EDMONDS, WA, 98020, United States
Phone
206-516-7991
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$575.1M
Discretionary AUM
$535.9M
Team
11 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 525 | $143.3M |
| High net worth individuals | 150 | $374.8M |
| Pension/profit sharing plans | 13 | $54.5M |
| Charitable organizations | 2 | $2.5M |
States served
AZ, CA, CO, ID, NY, NC, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD