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SAGE WEALTH PLANNING

GEORGETOWN, TX · CRD 300747 · IAPD ↗ · (231) 221-2448

$127.0MRegulatory AUM
3Advisory reps
3Employees
7Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SAGE WEALTH PLANNING 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
50
December 2025 — SAGE WEALTH PLANNING added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2025 — SAGE WEALTH PLANNING (GEORGETOWN, TX) is newly SEC-registered with $113.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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