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- Custodian
- Charles Schwab & Company · Fifth Third Bank · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-16-2019
- Office Locations
- 1
Office Locations
About Sage Wealth Consulting, LLC
Sage Wealth Consulting is a Sarasota, FL-based RIA led by Angela Wetzig, providing integrated investment management and financial planning for retirees and those nearing retirement (typically $2-$20M investable). The firm uses a disciplined, goals-based approach and emphasizes retirement income planning, tax strategy, and coordination of estate, insurance, and charitable/legacy planning; custody includes Charles Schwab.
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Owner & Executives
ANGELA WETZIG
Chief Compliance Officer, Investment Advisor
- CRD
- #6120456
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,965,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,965,594 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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