RIA Intel›Advisers›Nevada›SAGE FINANCIAL ADVISORS, LLC

SAGE FINANCIAL ADVISORS, LLC

Advisory

Y·RENO, NV

Data as of Apr 24, 2023 · Source: SEC Form ADV

Total AUM

$220M

1-Year AUM Growth

-4.6%

3-Year CAGR

+8.6%

Employees

2

Assets Under Management

Total AUM$220M

Discretionary AUM$216M

Non-Discretionary AUM$4M

Discretionary %98.2%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingFeb 15, 2001

Latest FilingApr 24, 2023

🔒 Full AUM trend chart and 36 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SAGE FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.