# SAGE Wealth Advisors

SAGE Wealth Advisors is an Asset Manager based in Birmingham, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** sagewealthadvisors.com

## Regulatory record

- **CRD number:** 128997
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128997

## About

SAGE WEALTH ADVISORS LLC is a state-registered investment adviser with $49 million in regulatory assets under management. The firm manages $46 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Bob Straka — Founder and President
- John Straka — Principal

## Questions

### Who runs investment decisions at SAGE Wealth Advisors?

Bob Straka, the founder and president, leads investment decisions alongside principal John Straka. The firm maintains a deliberately small investment committee, which keeps the research process concentrated and avoids the dilution of conviction that can occur in larger advisory teams. No external investment committee members are cited in public filings.

### How does SAGE source and evaluate equity investments?

The firm applies a research process that borrows from institutional credit analysis — screening for financial strength, durable free cash flow, and competitive moats before building positions. Rather than relying on third-party model portfolios or ETF wrappers, SAGE constructs direct equity portfolios concentrated in high-quality large-cap US companies. The approach is benchmark-agnostic and does not chase sector weightings.

### Does the firm manage private funds, venture allocations, or alternative assets?

Public records indicate the firm focuses on publicly traded equities and does not sponsor private funds, venture-capital vehicles, or direct real-estate investment programs. The investment mandate stays within liquid markets. No private-credit or hedge-fund allocation sleeves are documented in its regulatory filings.

## Related profiles

- [Sage Trading Collective](https://altss.com/profile/sage-trading-collective)
- [Sage Wealth Capital](https://altss.com/profile/sage-wealth-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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