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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Kok, Ethan, Christopher | I | PRINCIPAL, CCO, MEMBER | E | Control |
| Kok, Ethan, Christopher | I | PRINCIPAL, CCO, MEMBER | E | Control |
| Kok, Ethan, Christopher | I | PRINCIPAL, CCO, MEMBER | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (4)
MI MO NH TX
Address
116 W 8TH STREETUNIT 207
GEORGETOWN, TX 78626
United States
Phone: (231) 221-2448