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SAGE ADVISORS, LLC

EDMONDS, WA · CRD 301328 · IAPD ↗ · sageadvisorsllc.com · 206-516-7991

$575.1MRegulatory AUM
4Advisory reps
11Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — SAGE ADVISORS, LLC crossed $500M in regulatory AUM ($482.4M -> $575.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
February 2025 — SAGE ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2024 — SAGE ADVISORS, LLC notice-filed in NC.
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.