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Sage Private Wealth Group, LLC

● SEC registered since 2020CRD 173399SEC# 801-119804Oakbrook Terrace, IL
Export (members)
Reg. AUM
$395.2M
Employees
15
Accounts
1,143
Location
Oakbrook Terrace, IL

Sage Private Wealth Group, LLC assets under management

Sage Private Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Oakbrook Terrace, IL. The firm has been registered since 2020. It reports $395.2 million in regulatory assets under management and employs 15 people.
www.linkedin.com/company/sagepwgView on SEC.gov ↗

Sage Private Wealth Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anne Christine Czizek ControlChief Compliance OfficerUnder 5%2022
Khaled Awad Taha ControlManaging MemberOver 75%2012
Noha El-Shareif ControlMember/Chief Strategy Officer10-25%2014

Frequently asked questions

How much does Sage Private Wealth Group, LLC manage?

Sage Private Wealth Group, LLC reports $395.2 million in regulatory assets under management on its Form ADV.

How many employees does Sage Private Wealth Group, LLC have?

Sage Private Wealth Group, LLC reports 15 employees.

Where is Sage Private Wealth Group, LLC located?

Sage Private Wealth Group, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2020.

Does Sage Private Wealth Group, LLC disclose fund performance?

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

Contact & registration

Address18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181
Phone630-933-0000
Fax630-933-0001
Office hours8:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1845635
Discloses disciplinary historyNo

Assets under management

Discretionary$376M
Non-discretionary$19.2M
Total (RAUM)$395.2M