CRAFT & SAGE WEALTH, LLC
Legal name: CRAFT & SAGE WEALTH
CRD #323565 SEC #801-127993 KANSAS CITY, MO 816-436-9939
SEC Registered
Total AUM
$289.7M
Discretionary
$289.7M
Employees
11
Clients
1
Accounts
1,311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Aug 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Aug 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Jul 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Jul 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Jun 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Mar 2025 | $289.7M | $289.7M | $0 | 11 | 0 |
| Dec 2024 | $251M | $251M | $0 | 11 | 0 |
| Aug 2024 | $251M | $251M | $0 | 11 | 0 |
| Jun 2024 | $251M | $251M | $0 | 11 | 0 |
| Jun 2024 | $251M | $251M | $0 | 11 | 0 |
| Mar 2024 | $251M | $251M | $0 | 11 | 0 |
| Sep 2023 | $223.7M | $223.7M | $0 | 11 | 0 |
DateOct 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateAug 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateAug 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateJul 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateJul 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees11
Clients0
DateDec 2024
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees11
Clients0
DateJun 2024
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees11
Clients0
DateJun 2024
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees11
Clients0