$93.9M Total AUM
$93.9M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
-- Willmar MN
About Sage Wealth Advisory
Sage Wealth Advisory is an independent, fee-only fiduciary RIA in Willmar, MN providing comprehensive wealth management, including investment management plus financial, retirement, and estate planning. Portfolios primarily use public funds and ETFs, with some municipal and U.S. government bonds. Client accounts are supported through Charles Schwab.
Team overview
-- AVG AGE
$47.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFREY CHRIS SCHULTZ
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4738059
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOEL WILLIAM REIMERS
Senior Investment Advisor
- CRD
- #1629406
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,900,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,900,047 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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