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SAGE MOUNTAIN ADVISORS, LLC

ATLANTA, GA · CRD 298593 · IAPD ↗ · (404) 795-8361

$4.29BRegulatory AUM
20Advisory reps
31Employees
13Clients
101-250Planning clients
3Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SAGE MOUNTAIN ADVISORS, LLC notice-filed in CO, NC, OK, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — SAGE MOUNTAIN ADVISORS, LLC reported RAUM up 27% ($3.36B -> $4.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2026 — SAGE MOUNTAIN ADVISORS, LLC grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
March 2025 — SAGE MOUNTAIN ADVISORS, LLC notice-filed in NE, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — SAGE MOUNTAIN ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2025 — SAGE MOUNTAIN ADVISORS, LLC reported RAUM up 54% ($2.19B -> $3.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
March 2025 — SAGE MOUNTAIN ADVISORS, LLC grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
March 2024 — SAGE MOUNTAIN ADVISORS, LLC reported RAUM up 43% ($1.53B -> $2.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2024 — SAGE MOUNTAIN ADVISORS, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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