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Craft & Sage Wealth, LLC

● SEC registered since 2023CRD 323565SEC# 801-127993Kansas City, MO
Export (members)
Reg. AUM
$289.7M
Employees
11
Accounts
1,311
Location
Kansas City, MO

Craft & Sage Wealth, LLC assets under management

Craft & Sage Wealth, LLC is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2023. It reports $289.7 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/craft-and-sageView on SEC.gov ↗

Craft & Sage Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Tarkington Christy ControlPrincipal, Chief Compliance OfficerOver 75%2012
Megan Marie BrennerMinority Owner, AdviserUnder 5%2022

Frequently asked questions

How much does Craft & Sage Wealth, LLC manage?

Craft & Sage Wealth, LLC reports $289.7 million in regulatory assets under management on its Form ADV.

How many employees does Craft & Sage Wealth, LLC have?

Craft & Sage Wealth, LLC reports 11 employees.

Where is Craft & Sage Wealth, LLC located?

Craft & Sage Wealth, LLC is based in Kansas City, MO and has been SEC-registered since 2023.

Does Craft & Sage Wealth, LLC disclose fund performance?

Craft & Sage Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1535 Walnut Street, Suite 107, Kansas City, MO 64108
Phone816-436-9939
Fax816-436-7735
Office hours8:30a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$289.7M
Non-discretionary$0
Total (RAUM)$289.7M