PPrivate Fund Data Log in Join · $37/mo

Sage Wealth Planning, LLC

● SEC registered since 2025CRD 300747SEC# 801-133767Georgetown, TX
Export (members)
Reg. AUM
$113.7M
Employees
3
Accounts
465
Location
Georgetown, TX

Sage Wealth Planning, LLC assets under management

Sage Wealth Planning, LLC is a registered investment adviser overseen by the SEC based in Georgetown, TX. The firm has been registered since 2025. It reports $113.7 million in regulatory assets under management and employs 3 people.
linkedin.com/company/sage-wealth-planning-llcView on SEC.gov ↗

Sage Wealth Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ethan Christopher Kok ControlPrincipal, Cco, MemberOver 75%2021

Frequently asked questions

How much does Sage Wealth Planning, LLC manage?

Sage Wealth Planning, LLC reports $113.7 million in regulatory assets under management on its Form ADV.

How many employees does Sage Wealth Planning, LLC have?

Sage Wealth Planning, LLC reports 3 employees.

Where is Sage Wealth Planning, LLC located?

Sage Wealth Planning, LLC is based in Georgetown, TX and has been SEC-registered since 2025.

Does Sage Wealth Planning, LLC disclose fund performance?

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

Contact & registration

Address116 W 8th Street, Unit 207, Georgetown, TX 78626
Phone(231) 221-2448
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.4M
Non-discretionary$3.3M
Total (RAUM)$113.7M