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CRAFT & SAGE WEALTH

KANSAS CITY, MO · CRD 323565 · IAPD ↗ · 816-436-9939

$306.8MRegulatory AUM
7Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — CRAFT & SAGE WEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — CRAFT & SAGE WEALTH notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CRAFT & SAGE WEALTH added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — CRAFT&SAGE WEALTH is now doing business as CRAFT & SAGE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2025 — CRAFT & SAGE WEALTH now reports custody of client assets ($73.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
July 2024 — CRAFT&SAGE WEALTH notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — CRAFT&SAGE WEALTH notice-filed in AR, CO.
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.