SAGE PRIVATE WEALTH GROUP, LLC
CRD #173399 SEC #801-119804 OAKBROOK TERRACE, IL 630-933-0000
SEC Registered
Total AUM
$395.2M
Discretionary
$376M
Employees
15
Clients
--
Accounts
1,143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $395.2M | $376M | $19.2M | 15 | 0 |
| Oct 2025 | $395.2M | $376M | $19.2M | 15 | 0 |
| Oct 2025 | $395.2M | $376M | $19.2M | 15 | 0 |
| Sep 2025 | $395.2M | $376M | $19.2M | 15 | 0 |
| Apr 2025 | $395.2M | $376M | $19.2M | 15 | 0 |
| Mar 2025 | $395.2M | $376M | $19.2M | 15 | 0 |
| Jun 2024 | $364.4M | $345.7M | $18.8M | 13 | 0 |
| Mar 2024 | $364.4M | $345.7M | $18.8M | 13 | 0 |
| Feb 2024 | $286.4M | $264.2M | $22.2M | 13 | 0 |
| Nov 2023 | $286.4M | $264.2M | $22.2M | 13 | 0 |
| Mar 2023 | $286.4M | $264.2M | $22.2M | 13 | 0 |
| Oct 2022 | $354.2M | $352.4M | $1.8M | 12 | 0 |
| Jul 2022 | $354.2M | $352.4M | $1.8M | 6 | 0 |
| Mar 2022 | $354.2M | $352.4M | $1.8M | 6 | 0 |
| Nov 2021 | $342.5M | $341.9M | $595.1K | 7 | 0 |
| Apr 2021 | $342.5M | $341.9M | $595.1K | 7 | 0 |
| Mar 2021 | $342.5M | $341.9M | $595.1K | 6 | 0 |
| Feb 2021 | $287.8M | $287M | $783K | 11 | 0 |
| Jan 2021 | $287.8M | $287M | $783K | 11 | 0 |
| Dec 2020 | $287.8M | $287M | $783K | 12 | 0 |
| Oct 2020 | $287.8M | $287M | $783K | 12 | 0 |
DateDec 2025
Total AUM$395.2M
Discretionary$376M
Non-Disc.$19.2M
Employees15
Clients0
DateOct 2025
Total AUM$395.2M
Discretionary$376M
Non-Disc.$19.2M
Employees15
Clients0
DateOct 2025
Total AUM$395.2M
Discretionary$376M
Non-Disc.$19.2M
Employees15
Clients0
DateSep 2025
Total AUM$395.2M
Discretionary$376M
Non-Disc.$19.2M
Employees15
Clients0
DateApr 2025
Total AUM$395.2M
Discretionary$376M
Non-Disc.$19.2M
Employees15
Clients0
DateMar 2025
Total AUM$395.2M
Discretionary$376M
Non-Disc.$19.2M
Employees15
Clients0
DateJun 2024
Total AUM$364.4M
Discretionary$345.7M
Non-Disc.$18.8M
Employees13
Clients0
DateMar 2024
Total AUM$364.4M
Discretionary$345.7M
Non-Disc.$18.8M
Employees13
Clients0
DateFeb 2024
Total AUM$286.4M
Discretionary$264.2M
Non-Disc.$22.2M
Employees13
Clients0
DateNov 2023
Total AUM$286.4M
Discretionary$264.2M
Non-Disc.$22.2M
Employees13
Clients0
DateMar 2023
Total AUM$286.4M
Discretionary$264.2M
Non-Disc.$22.2M
Employees13
Clients0
DateOct 2022
Total AUM$354.2M
Discretionary$352.4M
Non-Disc.$1.8M
Employees12
Clients0
DateJul 2022
Total AUM$354.2M
Discretionary$352.4M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2022
Total AUM$354.2M
Discretionary$352.4M
Non-Disc.$1.8M
Employees6
Clients0
DateNov 2021
Total AUM$342.5M
Discretionary$341.9M
Non-Disc.$595.1K
Employees7
Clients0
DateApr 2021
Total AUM$342.5M
Discretionary$341.9M
Non-Disc.$595.1K
Employees7
Clients0
DateMar 2021
Total AUM$342.5M
Discretionary$341.9M
Non-Disc.$595.1K
Employees6
Clients0
DateFeb 2021
Total AUM$287.8M
Discretionary$287M
Non-Disc.$783K
Employees11
Clients0
DateJan 2021
Total AUM$287.8M
Discretionary$287M
Non-Disc.$783K
Employees11
Clients0
DateDec 2020
Total AUM$287.8M
Discretionary$287M
Non-Disc.$783K
Employees12
Clients0
DateOct 2020
Total AUM$287.8M
Discretionary$287M
Non-Disc.$783K
Employees12
Clients0