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SAGE PRIVATE WEALTH GROUP, LLC

OAKBROOK TERRACE, IL · CRD 173399 · IAPD ↗ · 630-933-0000

$440.8MRegulatory AUM
3Advisory reps
15Employees
0Clients
n/aPlanning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — SAGE PRIVATE WEALTH GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — SAGE PRIVATE WEALTH GROUP, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — SAGE PRIVATE WEALTH GROUP, LLC shrank from 11 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
May 2025 — SAGE PRIVATE WEALTH GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — SAGE PRIVATE WEALTH GROUP, LLC reported RAUM up 27% ($286.4M -> $364.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
March 2024 — SAGE PRIVATE WEALTH GROUP, LLC notice-filed in CA, MD, PA, VA.
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.