Sage Private Wealth Group, LLC
Sage Private Wealth Group, LLC is an SEC-registered mass-market adviser in Oakbrook Terrace, IL with $440.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Sage Private Wealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173399, SEC 801-119804, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $440.8M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Oakbrook Terrace, IL
- Employees
- 15
- Clients
- 481
- CRD
- 173399
- Ownership
- TAHA, KHALED, AWAD; EL-SHAREIF, NOHA; CZIZEK, ANNE, CHRISTINE; FABIAN, CHRISTY, JEAN; ZIMMER, ANDREW, RUDOLPH
How much AUM does Sage Private Wealth Group, LLC have?
Sage Private Wealth Group, LLC reported $440.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Sage Private Wealth Group, LLC?
Disclosed owners and executives of Sage Private Wealth Group, LLC include TAHA, KHALED, AWAD, EL-SHAREIF, NOHA, CZIZEK, ANNE, CHRISTINE, FABIAN, CHRISTY, JEAN, ZIMMER, ANDREW, RUDOLPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.