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- Custodian
- Charles Schwab & Company ยท Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-08-2021
- Office Locations
- 1
Office Locations
About Pacific Sage Partners, LLC
Pacific Sage Partners is a Washington-based fiduciary RIA providing comprehensive wealth management, financial planning, and investment management for retail and institutional clients. Portfolios appear ETF-centric, complemented by U.S. government/agency and public-fund exposure. The firm supports custody through Charles Schwab and uses Advyzon technology.
Reported data analysis
What the numbers show
Between September 24, 2025 and March 4, 2026, reported AUM increased 15.0%, from $857.8M to $986.3M.
Across 5 reported observations, AUM increased 41.7% between May 19, 2022 and March 4, 2026, from $696.1M to $986.3M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 4 advisory representatives and 830 clients, or 207.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pacific Sage Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ROBERT GARDNER ANDERSON
Chief Executive Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #2345544
- Ownership
- Less than 5%
WILLIAM REEVE CANTUS
Chief Compliance Officer, President
- CRD
- #1335183
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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COLIN H GRAY
Financial Advisor
- CRD
- #5927061
JAMES ROSS MCBARRON
Financial Advisor, General Partner
- CRD
- #7349195
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $985,492,985 | $399,794 |
| Non-Discretionary | $758,550 | $44,621 |
| Total | $986,251,535 | $397,362 |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Sage Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pacific Sage Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.