RIA Intel›Advisers›Florida›SAGE WEALTH CONSULTING, LLC

SAGE WEALTH CONSULTING, LLC

Advisory

SARASOTA, FL

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in FL

#2,146

of 2,610 advisers by AUM

Average account

$179K

across 67 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

32 clients

15 high-net-worth

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

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