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Craft & Sage Wealth

Craft & Sage Wealth. CRD 323565

C

CRD: 323565

Craft & Sage Wealth

Kansas City, MO, 64108
8164369939
$306.8M Total AUM
$306.8M Disc. AUM
-- 3Y CAGR
11 Employees
531 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
06-02-2023
Office Locations
2

Office Locations

11 East Gregory Blvd Suite 200c Kansas City MO
2500 Summit Street #103 Kansas City MO

About Craft & Sage Wealth

Craft & Sage Wealth is a Kansas City-based RIA with 2 offices. The firm has been operating for 3 years. Managing $306.8M in total assets under management, with 7 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

62 AVG AGE
$43.8M AVG AUM / ADVISOR
$577.7K AVG AUM / CLIENT
2.8 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Value Momentum horizon

Client Personas

Vertex bridge

Investment Themes

Bridge alpha Insight Element horizon Focus

Investment Vehicles

Zenith

Services

Legacy Prime Crest Harbor Vertex fusion

Owner & Executives

JOHN TARKINGTON CHRISTY

JOHN TARKINGTON CHRISTY

Chief Compliance Officer, Founder, PRINCIPAL, Wealth Advisor

CRD
#4573758
Ownership
75% or more
(895) 486-1167
radial.meridian@meridiancapital.com
in linkedin.com/in/timber-optima
MEGAN MARIE BRENNER

MEGAN MARIE BRENNER

ADVISER, Wealth Advisor

CRD
#6121402
Ownership
Less than 5%
(971) 707-5264
zenith.crest@meridiancapital.com
in linkedin.com/in/legacy-beacon

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Contacts

N

Nicholas Randall Allen

--

CRD
#8056263
(604) 848-8614
ridge.ridge@wavecapital.com
in linkedin.com/in/peak-vector
ERNEST FRED COLLYER

ERNEST FRED COLLYER

Independent Insurance Agent

CRD
#2675778
(982) 686-6970
frontier.ridge@fusioncapital.com
in linkedin.com/in/crest-foundation
F

Fusion timber

Prime frontier beacon

CRD
#61992
(905) 929-7750
vertex.matrix@eaglecapital.com
in linkedin.com/in/pathway-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-29-2023
12-20-2024
10-01-2025
03-13-2026
Category Assets AVG. Account size
Discretionary $306,774,409 $217,880
Non-Discretionary $0 --
Total $306,774,409 $217,880

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Separately Managed Accounts

Total SMA Asset: $306,774,409

$306.8M Total SMA
Public Funds:
11.0%
Equity - Exchange:
15.6%
Corporate - Investment Grade:
9.6%
U.S. Government/Agency:
15.8%
Corporate - Non-Investment Grade:
19.0%
Cash:
19.3%
Municipal Bonds:
9.7%
Asset class Assets Assets %
Public Funds $407,864,139 11.0%
Equity - Exchange $578,425,506 15.6%
Corporate - Investment Grade $355,954,157 9.6%
U.S. Government/Agency $585,841,217 15.8%
Corporate - Non-Investment Grade $704,492,603 19.0%
Cash $715,616,170 19.3%
Municipal Bonds $359,662,013 9.7%
Total $3,707,855,805 100.0%

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