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Family officesOfficeoutsourced family office · candidate

Sage Private Wealth Group, LLC

Family Offices

Oakbrook Terrace, IL

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:1e6890d2-14af-436d-88dc-90a2102435c9

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 40
On other graphs: 1
Observed: Sep 12, 2026 to Sep 20, 2026
125 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

SAGE PRIVATE WEALTH GROUP, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $441MForm ADV, as of 2026-03-18
13F value: $199M97 positions, 2026-03-31; never AUM
Private funds: 0
Investments: 0
Direct investments: 0
People: 5
Decision makers: 3derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Christy Jean Fabian	Chief Compliance Officer	operations	senior	n/a	yes	fact
Khaled Awad Taha	Managing Member	leadership	principal	n/a	yes	fact
Noha El-Shareif	Member/chief Strategy Officer	leadership	principal	n/a	yes	fact
Christy Fabian	Chief Compliance Officer	operations	unknown	n/a	yes	fact
Khaled Taha	Managing Member	leadership	senior	n/a	yes	fact

Relationships

Employs (5)

→ Christy FabianPersonChief Compliance Officer
factForm 13F
→ Khaled TahaPersonManaging Member
factForm 13F
→ Christy Jean FabianPersonChief Compliance Officer
Oct 1, 2025 to presentfactForm ADV
→ Noha El-ShareifPersonMember/chief Strategy Officer
Nov 1, 2014 to presentfactForm ADV
→ Khaled Awad TahaPersonManaging Member
Mar 1, 2012 to presentfactForm ADV

Owns (2)

← Noha El-ShareifPerson10% to 25%
Nov 1, 2014 to presentfactForm ADV
← Khaled Awad TahaPerson75% or more
Mar 1, 2012 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Sage Private Wealth Group, LLC found on the SEC adviser roster (services_description)
Occurred
May 1, 2026
Sage Private Wealth Group, LLC reported $198,689,043 across 97 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Sage Private Wealth Group, LLC reduced Xtrackers Msci Eafe Hedged Equity Etf 78,190 -> 22,909 shares ($3,761,817 -> $1,131,686)
Occurred
Mar 31, 2026
Sage Private Wealth Group, LLC exited Wisdomtree Tr (was $19,461,585, 217,611 shares)
Occurred
Mar 31, 2026
Sage Private Wealth Group, LLC opened a $17,920,043 position in Capital Group Dividend Value ETF (421,281 shares)
Occurred
Mar 31, 2026
Sage Private Wealth Group, LLC increased Nvidia Corporation Com 21,196 -> 51,666 shares ($3,953,074 -> $9,010,569)
Occurred
Jan 28, 2026
Sage Private Wealth Group, LLC reported $185,995,679 across 90 13(f) positions for the quarter ended 2025-12-31
Occurred
Oct 27, 2025
Sage Private Wealth Group, LLC reported $179,800,268 across 89 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Sage Private Wealth Group, LLC reduced Xtrackers Msci Eafe Hedged Equity Etf 272,472 -> 79,846 shares ($11,920,873 -> $3,706,399)
Occurred
Sep 30, 2025
Sage Private Wealth Group, LLC reduced WisdomTree 426,417 -> 218,800 shares ($35,707,987 -> $19,464,151)
Occurred
Sep 30, 2025
Sage Private Wealth Group, LLC opened a $12,761,196 position in First Trust Developed Markets Ex-Us Alphadex Fund (169,314 shares)
Occurred
Sep 30, 2025
Sage Private Wealth Group, LLC opened a $10,963,369 position in Vaneck Uranium and Nuclear (80,821 shares)
Occurred
Sep 30, 2025
Sage Private Wealth Group, LLC reduced Global X MLP & Energy Infrastructure 175,687 -> 25,472 shares ($11,008,604 -> $1,597,292)
Occurred
Sep 30, 2025
Sage Private Wealth Group, LLC opened a $17,248,273 position in Fundstrat Granny Shots US Large Cap (690,207 shares)
Occurred
Jul 29, 2025
Sage Private Wealth Group, LLC reported $156,110,170 across 86 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Sage Private Wealth Group, LLC opened a $11,008,604 position in Global X Fds (175,687 shares)
Occurred
Jun 30, 2025
Sage Private Wealth Group, LLC opened a $11,528,965 position in World Gold Tr (175,961 shares)
Occurred
Jun 30, 2025
Sage Private Wealth Group, LLC reduced DBX Etf Tr 415,795 -> 272,472 shares ($18,004,158 -> $11,920,873)
Occurred
Jun 30, 2025
Sage Private Wealth Group, LLC increased Ishares Gold Tr 136,782 -> 171,284 shares ($8,064,403 -> $10,681,044)
Occurred
Jun 30, 2025
Sage Private Wealth Group, LLC exited First Tr Exchange-Traded Fd (was $19,594,956, 584,927 shares)
Occurred
Jun 30, 2025
Sage Private Wealth Group, LLC increased Wisdomtree Tr 241,834 -> 426,417 shares ($19,312,446 -> $35,707,987)
Occurred
May 2, 2025
Sage Private Wealth Group, LLC reported $132,076,467 across 88 13(f) positions for the quarter ended 2025-03-31
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $118,795,500 across 86 13(f) positions for the quarter ended 2024-06-30
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $112,098,932 across 60 13(f) positions for the quarter ended 2023-12-31
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $84,271,240 across 45 13(f) positions for the quarter ended 2022-12-31
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $87,087,977 across 46 13(f) positions for the quarter ended 2023-03-31
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $133,206,167 across 86 13(f) positions for the quarter ended 2024-12-31
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $126,977,824 across 92 13(f) positions for the quarter ended 2024-09-30
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $72,610,738 across 49 13(f) positions for the quarter ended 2023-09-30
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $73,396,112 across 48 13(f) positions for the quarter ended 2023-06-30
Occurred
Jan 29, 2025
Sage Private Wealth Group, LLC reported $124,780,755 across 83 13(f) positions for the quarter ended 2024-03-31
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC exited Vanguard Scottsdale Fds (was $3,170,306, 53,516 shares)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC increased Nvidia Corporation 533 -> 26,154 shares ($481,597 -> $3,512,223)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC increased First Tr Exchange-Traded Fd 96,062 -> 175,273 shares ($6,467,898 -> $13,503,115)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC reduced Pacer Fds Tr 372,280 -> 9,789 shares ($18,301,014 -> $430,682)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC opened a $20,556,474 position in First Tr Exchange-Traded Fd (573,402 shares)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC opened a $16,852,647 position in DBX Etf Tr (407,069 shares)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC opened a $5,811,484 position in Ishares Gold Tr (117,380 shares)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC exited Vanguard World Fd (was $5,155,451, 67,304 shares)
Occurred
Dec 31, 2024
Sage Private Wealth Group, LLC exited Pacer Fds Tr (was $12,886,982, 403,348 shares)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form 13F), 1 website (Form ADV) · as of 2026-09-12

Christy Fabian
Chief Compliance Officer · Revealable: 2 business phones (Form 13F)
Khaled Taha
Managing Member · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Christy Jean Fabian (Chief Compliance Officer), Noha El-Shareif (Member/chief Strategy Officer), Khaled Awad Taha (Managing Member).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:1e6890d2-14af-436d-88dc-90a2102435c9
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 19 h ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Sage Private Wealth Group, LLC

Family Offices

Oakbrook Terrace, IL

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:1e6890d2-14af-436d-88dc-90a2102435c9

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Christy Jean Fabian

Chief Compliance Officer

operations

senior

n/a

yes

fact

Khaled Awad Taha

Managing Member

leadership

principal

n/a

yes

fact

Noha El-Shareif

Member/chief Strategy Officer

leadership

principal

n/a

yes

fact

Christy Fabian

Chief Compliance Officer

operations

unknown

n/a

yes

fact

Khaled Taha

Managing Member

leadership

senior

n/a

yes

fact