Sage Wealth Planning
Sage Wealth Planning is an SEC-registered wealth manager in Georgetown, TX with $127.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Sage Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300747, SEC 801-133767, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $127.0M (2026-06-22)
- Firm type
- Wealth Manager
- Location
- Georgetown, TX
- Employees
- 3
- Clients
- 119
- CRD
- 300747
- Ownership
- Kok, Ethan, Christopher
How much AUM does Sage Wealth Planning have?
Sage Wealth Planning reported $127.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Sage Wealth Planning?
Disclosed owners and executives of Sage Wealth Planning include Kok, Ethan, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.