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PACIFIC SAGE PARTNERS, LLC
CRD 315663 · SEC 801-122834
505 5TH AVENUE SOUTH, SUITE 104, EDMONDS, WA, 98020, United States
Phone
(206) 533-0500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$986.3M
Discretionary AUM
$985.5M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 582 | $189.3M |
| High net worth individuals | 222 | $756.8M |
| Charitable organizations | 7 | $12.2M |
| Corporations/business entities | 19 | $27.9M |
States served
AZ, CA, CO, ID, LA, MT, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD