PACIFIC SAGE PARTNERS, LLC
CRD #315663 SEC #801-122834 EDMONDS, WA (206) 533-0500
SEC Registered
Total AUM
$857.8M
Discretionary
$856.4M
Employees
11
Clients
101
Accounts
2,369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $857.8M | $856.4M | $1.4M | 11 | 0 |
| Mar 2025 | $857.8M | $856.4M | $1.4M | 11 | 0 |
| Jul 2024 | $767.3M | $766.7M | $589.7K | 8 | 0 |
| Feb 2024 | $767.3M | $766.7M | $589.7K | 8 | 0 |
| Feb 2024 | $767.3M | $766.7M | $589.7K | 8 | 0 |
| Feb 2024 | $767.3M | $766.7M | $589.7K | 8 | 0 |
| Apr 2023 | $676.9M | $676.3M | $615.7K | 6 | 0 |
| Mar 2023 | $676.9M | $676.3M | $615.7K | 6 | 0 |
| May 2022 | $696.1M | $696.1M | $0 | 5 | 0 |
| Apr 2022 | $696.1M | $696.1M | $0 | 5 | 0 |
| Apr 2022 | $696.1M | $696.1M | $0 | 5 | 0 |
| Apr 2022 | $696.1M | $696.1M | $0 | 5 | 0 |
| Apr 2022 | $696.1M | $696.1M | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Nov 2021 | $0 | $0 | $0 | 5 | 0 |
| Nov 2021 | $0 | $0 | $0 | 5 | 0 |
DateSep 2025
Total AUM$857.8M
Discretionary$856.4M
Non-Disc.$1.4M
Employees11
Clients0
DateMar 2025
Total AUM$857.8M
Discretionary$856.4M
Non-Disc.$1.4M
Employees11
Clients0
DateJul 2024
Total AUM$767.3M
Discretionary$766.7M
Non-Disc.$589.7K
Employees8
Clients0
DateFeb 2024
Total AUM$767.3M
Discretionary$766.7M
Non-Disc.$589.7K
Employees8
Clients0
DateFeb 2024
Total AUM$767.3M
Discretionary$766.7M
Non-Disc.$589.7K
Employees8
Clients0
DateFeb 2024
Total AUM$767.3M
Discretionary$766.7M
Non-Disc.$589.7K
Employees8
Clients0
DateApr 2023
Total AUM$676.9M
Discretionary$676.3M
Non-Disc.$615.7K
Employees6
Clients0
DateMar 2023
Total AUM$676.9M
Discretionary$676.3M
Non-Disc.$615.7K
Employees6
Clients0
DateMay 2022
Total AUM$696.1M
Discretionary$696.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$696.1M
Discretionary$696.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$696.1M
Discretionary$696.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$696.1M
Discretionary$696.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$696.1M
Discretionary$696.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0