SAGE WEALTH PLANNING, LLC
Legal name: SAGE WEALTH PLANNING
CRD #300747 SEC #801-133767 GEORGETOWN, TX (231) 221-2448
SEC Registered
Total AUM
$113.7M
Discretionary
$110.4M
Employees
3
Clients
51
Accounts
465
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $113.7M | $110.4M | $3.3M | 3 | 7 |
| Jun 2025 | $113.7M | $110.4M | $3.3M | 2 | 7 |
| May 2025 | $113.7M | $110.4M | $3.3M | 2 | 7 |
DateAug 2025
Total AUM$113.7M
Discretionary$110.4M
Non-Disc.$3.3M
Employees3
Clients7
DateJun 2025
Total AUM$113.7M
Discretionary$110.4M
Non-Disc.$3.3M
Employees2
Clients7
DateMay 2025
Total AUM$113.7M
Discretionary$110.4M
Non-Disc.$3.3M
Employees2
Clients7