Craft & Sage Wealth
Craft & Sage Wealth is an SEC-registered mass-market adviser in Kansas City, MO with $306.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Craft & Sage Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323565, SEC 801-127993, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $306.8M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Kansas City, MO
- Employees
- 11
- Clients
- 531
- CRD
- 323565
- Ownership
- CHRISTY, JOHN, TARKINGTON; BRENNER, MEGAN, MARIE
How much AUM does Craft & Sage Wealth have?
Craft & Sage Wealth reported $306.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Craft & Sage Wealth?
Disclosed owners and executives of Craft & Sage Wealth include CHRISTY, JOHN, TARKINGTON, BRENNER, MEGAN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.