Sage Advisors, LLC
Sage Advisors, LLC is an SEC-registered mass-market adviser in Edmonds, WA with $575.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Sage Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301328, SEC 801-115281, data through 2026-01-08.
- AUM (assets under management / regulatory AUM)
- $575.1M (2026-01-08)
- Firm type
- Mass-Market Adviser
- Location
- Edmonds, WA
- Employees
- 11
- Clients
- 690
- CRD
- 301328
- Ownership
- HELKE, MICHAEL, J; COLE, RUSSELL, DARIN; HEIA, DAVID, O; COLE, JORDAN, DONALD; HELKE, MICHAEL, JOSEPH
How much AUM does Sage Advisors, LLC have?
Sage Advisors, LLC reported $575.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-08).
Who owns Sage Advisors, LLC?
Disclosed owners and executives of Sage Advisors, LLC include HELKE, MICHAEL, J, COLE, RUSSELL, DARIN, HEIA, DAVID, O, COLE, JORDAN, DONALD, HELKE, MICHAEL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.