RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 19, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
CZIZEK, ANNE, CHRISTINEICHIEF COMPLIANCE OFFICERNA Control
FABIAN, CHRISTY, JEANICHIEF COMPLIANCE OFFICERNA
FABIAN, CHRISTY, JEANICHIEF COMPLIANCE OFFICERNA
ZIMMER, ANDREW, RUDOLPHICHIEF COMPLIANCE OFFICERNA
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
TAHA, KHALED, AWADIMANAGING MEMBERE Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control
EL-SHAREIF, NOHAIMEMBER/CHIEF STRATEGY OFFICERB Control

Registrations

Federal

IA
Dec 19, 2025 REGISTERED

Notice Filings (12)

CA CO FL IL IN MD MI PA PR TX VA WI

Address

18W140 BUTTERFIELD ROAD, SUITE 1160
OAKBROOK TERRACE, IL 60181
United States
Phone: 630-933-0000