← Tributary

SAGE ADVISORS, LLC

NEW YORK, NY · CRD 148964 · IAPD ↗ · 212-850-4260

$366.1MRegulatory AUM
12Advisory reps
18Employees
1Clients
0Planning clients
22Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — SAGE ADVISORS, LLC notice-filed in CA, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — SAGE ADVISORS, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2026 — SAGE ADVISORS, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
April 2025 — SAGE ADVISORS, LLC notice-filed in KY, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — SAGE ADVISORS, LLC shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2025 — SAGE ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2024 — SAGE ADVISORS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — SAGE ADVISORS, LLC crossed $500M in regulatory AUM ($296.1M -> $538.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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