This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$575MItem 5.F on the latest filing (2026-01-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$536M

Private client RAUM

$518MderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$144Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

4

Offices

3Schedule D 1.F, beyond the principal office

Accounts

690

Individual clients

525

High net worth clients

150

SEC number

801-115281

CRD

301328

Filings on the tape

21

First filed

Apr 12, 2019

Latest filed

Jan 8, 2026

Organised

Limited Liability Company, WA

Website

sageadvisorsllc.com

• Occurred

  Jan 6, 2022
  Regulatory AUM changed

  Sage Advisors, Llc reported RAUM $381.0M, up 40% from $273.0M (2021-05-06 to 2022-01-06)

  Form ADVobserved 4 days ago
  $108M
• Occurred

  Apr 12, 2019
  First Form ADV filing

  Sage Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6201d7b-5cc4-0ad1-33a6-296a5aef78ea

First observed

Apr 12, 2019

Last observed

Jan 8, 2026 8 months ago

Source families

Federal regulator filings

3 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.