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CRAFT & SAGE WEALTH
CRAFT & SAGE WEALTH, LLC
CRD 323565 · SEC 801-127993
2500 SUMMIT STREET, #103, KANSAS CITY, MO, 64108, United States
Phone
816-436-9939
Fax
816-436-7735
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.8M
Discretionary AUM
$306.8M
Team
11 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 380 | $87.2M |
| High net worth individuals | 144 | $203.4M |
| Pension/profit sharing plans | 7 | $16.1M |
States served
AR, CA, KS, NC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD