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- Custodian
- Charles Schwab & Company · Millennium Trust · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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