CRD: 322921
Sage Mountain Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2022
- Office Locations
- 1
Office Locations
About Sage Mountain Wealth Management
Sage Mountain Wealth Management is an independent, fiduciary, owner-run advisory providing highly personalized one-on-one financial planning and portfolio guidance. The firm emphasizes investor education and a U.S.-equities-centric approach, generally avoiding international stock allocations. Clients work directly with the advisor, with flexible meeting times and responsiveness outside typical business hours. Custody is through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Aaron Martin Flores
Chief Compliance Officer, Owner
- CRD
- #7605995
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,823,741 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,823,741 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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