RIA Intel›Advisers›Minnesota›SAGE WEALTH ADVISORY, LLC

SAGE WEALTH ADVISORY, LLC

Advisory

MN

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in MN

#408

of 511 advisers by AUM

Average account

$921K

across 102 accounts

AUM per adviser

$47M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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