SAGE FINANCIAL ADVISORS, LLC
CRD #107607 SEC #801-51183 RENO, NV 775-324-7244
SEC Registered
Total AUM
$220.2M
Discretionary
$216.3M
Employees
3
Clients
101
Accounts
601
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDMAN, GREGORY, HUGH | I | CHIEF STRATEGY OFFICER | NA | Control |
| FRIEDMAN, GREGORY, HUGH | I | CHIEF STRATEGY OFFICER | NA | Control |
| FRIEDMAN, GREGORY, HUGH | I | CHIEF STRATEGY OFFICER | NA | Control |
| HERBOLSHEIMER, CORBET, CHRISTIAN | I | OPERATIONS MANAGER | NA | |
| HERBOLSHEIMER, CORBET, CHRISTIAN | I | OPERATIONS MANAGER | NA | |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | Control |
| LOY, BRIAN, MATTHEW | I | SENIOR VICE PRESIDENT | NA | Control |
| LOY, BRIAN, MATTHEW | I | SENIOR VICE PRESIDENT | NA | Control |
| LOY, BRIAN, MATTHEW | I | SENIOR VICE PRESIDENT | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| PAGE, ANDREW | I | SHAREHOLDER | NA | |
| PAGE, ANDREW | I | SHAREHOLDER | NA | |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| TEILGLAND, STAN | I | SHAREHOLDER | NA | |
| TEILGLAND, STAN | I | SHAREHOLDER | NA | |
| YOUNG, WILLIAM | I | SHAREHOLDER | NA | |
| YOUNG, WILLIAM | I | SHAREHOLDER | NA | |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | OWNER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| LOY, BRIAN, MATTHEW | I | SHAREHOLDER/PRESIDENT | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | B | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | B | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | Control |
| GRIFFIN, KIRSTIN, LYNN | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | Control |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| PAGE, ANDREW | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| TEILGLAND, STAN | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A | |
| YOUNG, WILLIAM | I | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | PATRIOT SPV GP, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| PATRIOT SPV GP, L.P. | DE | PATRIOT SPV, L.P. | F | Control |
| NFP CORP. | DE | WEALTHSPIRE HOLDINGS, LLC | E | Control |
| NFP CORP. | DE | WEALTHSPIRE HOLDINGS, LLC | E | Control |
| NFP CORP. | DE | WEALTHSPIRE HOLDINGS, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | E | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | E | Control |
| PATRIOT SPV, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | E | Control |
| WEALTHSPIRE HOLDINGS, LLC | DE | WEALTHSPIRE ADVISORS | E | Control |
| WEALTHSPIRE HOLDINGS, LLC | DE | WEALTHSPIRE ADVISORS | E | Control |
| WEALTHSPIRE HOLDINGS, LLC | DE | WEALTHSPIRE ADVISORS | E | Control |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (5)
CA LA NV OR TX
Address
110 COUNTRY ESTATES CIRCLESUITE 3
RENO, NV 89511
United States
Phone: 775-324-7244