SAGE ADVISORS, LLC
CRD #301328 SEC #801-115281 EDMONDS, WA 206-516-7991
SEC Registered
Total AUM
$482.4M
Discretionary
$450M
Employees
10
Clients
--
Accounts
674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $482.4M | $450M | $32.4M | 10 | 0 |
| Jan 2024 | $427M | $392.1M | $35M | 11 | 0 |
| Oct 2023 | $383.3M | $343M | $40.3M | 11 | 0 |
| Jun 2023 | $383.3M | $343M | $40.3M | 11 | 0 |
| Jan 2023 | $372.2M | $342M | $30.2M | 11 | 0 |
| Jan 2023 | $372.2M | $342M | $30.2M | 11 | 0 |
| Aug 2022 | $381M | $327M | $54M | 10 | 0 |
| Jul 2022 | $381M | $327M | $54M | 10 | 0 |
| Jun 2022 | $381M | $327M | $54M | 10 | 0 |
| Jan 2022 | $381M | $327M | $54M | 10 | 0 |
| May 2021 | $273M | $273M | $0 | 9 | 0 |
| Mar 2021 | $273M | $273M | $0 | 9 | 0 |
| Jan 2021 | $273M | $273M | $0 | 9 | 0 |
| Sep 2020 | $207M | $207M | $0 | 9 | 0 |
| Jan 2020 | $207M | $207M | $0 | 9 | 0 |
| Oct 2019 | $156.4M | $156.4M | $0 | 8 | 0 |
| Aug 2019 | $156.4M | $156.4M | $0 | 8 | 0 |
| May 2019 | $0 | $0 | $0 | 8 | 0 |
| May 2019 | $0 | $0 | $0 | 8 | 0 |
| Apr 2019 | $0 | $0 | $0 | 8 | 0 |
DateJan 2025
Total AUM$482.4M
Discretionary$450M
Non-Disc.$32.4M
Employees10
Clients0
DateJan 2024
Total AUM$427M
Discretionary$392.1M
Non-Disc.$35M
Employees11
Clients0
DateOct 2023
Total AUM$383.3M
Discretionary$343M
Non-Disc.$40.3M
Employees11
Clients0
DateJun 2023
Total AUM$383.3M
Discretionary$343M
Non-Disc.$40.3M
Employees11
Clients0
DateJan 2023
Total AUM$372.2M
Discretionary$342M
Non-Disc.$30.2M
Employees11
Clients0
DateJan 2023
Total AUM$372.2M
Discretionary$342M
Non-Disc.$30.2M
Employees11
Clients0
DateAug 2022
Total AUM$381M
Discretionary$327M
Non-Disc.$54M
Employees10
Clients0
DateJul 2022
Total AUM$381M
Discretionary$327M
Non-Disc.$54M
Employees10
Clients0
DateJun 2022
Total AUM$381M
Discretionary$327M
Non-Disc.$54M
Employees10
Clients0
DateJan 2022
Total AUM$381M
Discretionary$327M
Non-Disc.$54M
Employees10
Clients0
DateMay 2021
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0