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SAGE INVESTMENT ADVISERS LLC

WAPPINGERS FALLS, NY · CRD 304559 · IAPD ↗ · sageinvestmentadvisersllc.com · (845) 240-1551

$268.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SAGE INVESTMENT ADVISERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2026 — SAGE INVESTMENT ADVISERS LLC notice-filed in AZ, CA, NH, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — SAGE INVESTMENT ADVISERS LLC reported RAUM up 28% ($149.3M -> $190.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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