SAGE ADVISORS, LLC
other names
- SAGE ADVISORS, LLC
Adviser Profile
| As of Date | 01/08/2026 |
| ADV Location | EDMONDS, WA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 11 |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 05/13/2019 |
| AUM* | 575,147,683 35% |
| of that, discretionary | 535,853,562 37% |
| Private Fund GAV* | 0 |
| Avg Account Size | 833,547 26% |
| % High Net Worth | 21.74% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 206 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
342M
293M
244M
195M
147M
98M
49M
2019
2020
2021
2022
2023
Private Funds
No private funds