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SAGE FINANCIAL GROUP INC.

WEST CONSHOHOCKEN, PA · CRD 116574 · IAPD ↗ · 484-342-4400

$4.29BRegulatory AUM
21Advisory reps
28Employees
0Clients
251-500Planning clients
4Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — SAGE FINANCIAL GROUP INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SAGE FINANCIAL GROUP INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — SAGE FINANCIAL GROUP INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.