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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 3, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELKE, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, RUSSELL, DARIN | I | MANAGER | E | Control |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| COLE, JORDAN, DONALD | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, O | I | MEMBER | B | |
| HEIA, DAVID, OLAF | I | MEMBER | B |
Registrations
Federal
IA
Jan 3, 2025 REGISTERED
Notice Filings (10)
AZ CA CO FL ID NC NY OR TX WA
Address
115 2ND AVENUE NORTHSUITE 200
EDMONDS, WA 98020
United States
Phone: 206-516-7991