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- Custodian
- Merrill Lynch · SEI · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2020
- Office Locations
- 1
Office Locations
About Sage Wealth Capital
Sage Wealth Capital is a Wellesley, MA–based wealth and investment management firm helping clients pursue their objectives across taxable and retirement accounts. The practice emphasizes portfolio construction, asset allocation, and risk management, with planning support that can include tax and insurance considerations. Public filings indicate portfolios are primarily implemented with ETFs, and the firm has worked with platforms such as SEI.
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Accredited Investors
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Investment Themes
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Owner & Executives
SCOTT HOLLEY
Managing Director, Managing Member
- CRD
- #2206666
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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