# Sage Wealth Advisory

Sage Wealth Advisory is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** sagewealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/jeffreycschultz

## Regulatory record

- **CRD number:** 325286
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325286

## About

SAGE WEALTH ADVISORY is a state-registered investment adviser with $88 million in regulatory assets under management. The firm has 3 employees and 2 investment advisers. It operates with a small team.

## Questions

### Is Sage Wealth Advisory a fiduciary?

Yes. As a state-registered Registered Investment Advisor, Sage Wealth Advisory is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary for its clients. This requires the firm to place client interests first, disclose conflicts of interest, and provide advice that is in the best interest of each client. The firm's Form ADV, which must be delivered to clients and is publicly available through the SEC's IAPD database, describes its fee structure and any disciplinary events.

### How is Sage Wealth Advisory compensated?

Public filings indicate the firm charges asset-based fees — a percentage of the assets it manages for each client. It does not take commissions from product sales or third-party marketing payments. This fee-only model is common among independent RIAs and is designed to align the firm's incentives with client portfolio growth rather than transaction volume.

### How can I verify the firm's registration and history?

Sage Wealth Advisory's registration and public disclosure filings are accessible through the SEC's Investment Adviser Public Disclosure (IAPD) website. Its Form ADV Part 1 provides details on the firm's ownership, number of employees, clients, assets under management, and any regulatory events. Part 2 of the Form ADV — the firm's 'brochure' — describes its services, fees, investment strategies, and conflicts of interest in plain language.

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Last updated: 2026-08-14T12:30:00.000Z

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