SAGE WEALTH MANAGEMENT, INC.
CRD #112793 SEC #801-57996 SARATOGA SPRINGS, NY 518-583-4000
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
51
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $5.3M | $4.3M | $1M | 5 | -- |
| Mar 2011 | $5.3M | $4.3M | $1M | 5 | -- |
| Jan 2011 | $5.3M | $4.3M | $1M | 5 | -- |
| Mar 2009 | $66.3M | $48.1M | $18.2M | -- | -- |
| Aug 2007 | $59.9M | $59.9M | $0 | -- | -- |
| Feb 2007 | $59.9M | $59.9M | $0 | -- | -- |
| Jan 2007 | $59.9M | $59.9M | $0 | -- | -- |
| Jan 2005 | $29.4M | $29.4M | $0 | 10 | -- |
DateJun 2011
Total AUM$5.3M
Discretionary$4.3M
Non-Disc.$1M
Employees5
Clients--
DateMar 2011
Total AUM$5.3M
Discretionary$4.3M
Non-Disc.$1M
Employees5
Clients--
DateJan 2011
Total AUM$5.3M
Discretionary$4.3M
Non-Disc.$1M
Employees5
Clients--
DateMar 2009
Total AUM$66.3M
Discretionary$48.1M
Non-Disc.$18.2M
Employees--
Clients--
DateAug 2007
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees10
Clients--