$127.0M Total AUM
$122.9M Disc. AUM
-- 3Y CAGR
3 Employees
126 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2019
- Office Locations
- 3
Office Locations
116 W 8TH Street Unit 207 Georgetown TX
-- Addison TX
-- Canton MI
About Sage Wealth Planning
Sage Wealth Planning is a planning-centric wealth management firm founded in 2019, serving individuals and families (Texas-based). The team (CFP -led) delivers cash-flow, tax, retirement, estate/legacy, education, and risk planning alongside ongoing investment management, with portfolios largely implemented using ETFs and public funds (per public profile data). Assets are custodied at Charles Schwab.
Team overview
29 AVG AGE
$42.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E
Ethan Christopher Kok
Chief Compliance Officer, Principal
- CRD
- #7370947
- Ownership
- 75% or more
Available
Available
Available
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Paige Alysse Millikin
Client Service Specialist
- CRD
- #7379891
Available
Available
Available
Z
Zackary Boyd Smutzer
--
- CRD
- #7755816
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,873,922 | $297,516 |
| Non-Discretionary | $4,140,690 | $2,070,345 |
| Total | $127,014,612 | $306,059 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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