CRD: 173399
Sage Private Wealth Group, LLC
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2014
- Office Locations
- 2
Office Locations
About Sage Private Wealth Group, LLC
SAGE Private Wealth Group is an Illinois-based RIA providing holistic, integrated wealth management and financial planning, supported by SAGE Tax Advisory for coordinated tax strategy alongside clients’ other trusted advisors. The firm serves retail and institutional relationships and constructs portfolios using public funds and ETFs with an asset-allocation and risk-management lens. Notable: PWG Foundation focuses on empowering women and children through education and access to capital.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KHALED AWAD TAHA
Managing Member, Wealth Advisor
- CRD
- #4481128
- Ownership
- 75% or more
NOHA EL-SHAREIF
CHIEF STRATEGY OFFICER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Tiffany Nichole Austin
Wealth Advisor
- CRD
- #7264327
ROBERT LLOYD BORCHARDT
Investment Committee Chair
- CRD
- #2092107
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $419,229,324 | $1,055,993 |
| Non-Discretionary | $21,547,547 | $259,609 |
| Total | $440,776,871 | $918,285 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | 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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