Sage Investment Advisers LLC
Sage Investment Advisers LLC is an SEC-registered mass-market adviser in Wappingers Falls, NY with $268.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Sage Investment Advisers LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304559, SEC 801-116929, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $268.4M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Wappingers Falls, NY
- Employees
- 5
- Clients
- 307
- CRD
- 304559
- Ownership
- SCHUDER, JERRY, JAMES; Guarneri, Joseph; CROSSIX LLC; CROSSIX, LLC
How much AUM does Sage Investment Advisers LLC have?
Sage Investment Advisers LLC reported $268.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Sage Investment Advisers LLC?
Disclosed owners and executives of Sage Investment Advisers LLC include SCHUDER, JERRY, JAMES, Guarneri, Joseph, CROSSIX LLC, CROSSIX, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.