Sage Financial Advisors Inc.
Sage Financial Advisors Inc. is an SEC-registered wealth manager in Scottsdale, AZ with $270.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Sage Financial Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116933, SEC 801-60717, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $270.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 7
- Clients
- 115
- CRD
- 116933
- Ownership
- EVERROAD, MATTHEW, OLDHAM; CHRISTENSEN, KELLY, ALAN; RAUCH, DAVID; HERMANSON, JON, DAVID; CHRISTENSEN, KELLY
How much AUM does Sage Financial Advisors Inc. have?
Sage Financial Advisors Inc. reported $270.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Sage Financial Advisors Inc.?
Disclosed owners and executives of Sage Financial Advisors Inc. include EVERROAD, MATTHEW, OLDHAM, CHRISTENSEN, KELLY, ALAN, RAUCH, DAVID, HERMANSON, JON, DAVID, CHRISTENSEN, KELLY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.