# Sage Wealth Solutions

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

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** sagewealthsolutions.com

## Regulatory record

- **CRD number:** 335416
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335416

## About

SAGE WEALTH SOLUTIONS, LLC is a state-registered investment adviser in PALMDALE, CA. It has 1 employee and 1 investment adviser. The firm is based in PALMDALE, CA.

## Questions

### Is Sage Wealth Solutions a fiduciary?

Yes. The firm's marketing consistently emphasizes its registered investment advisor status, which binds it to a fiduciary standard under the Investment Advisers Act of 1940. That standard legally requires the firm to act in the best interest of its clients ahead of its own financial considerations.

### How does Sage Wealth Solutions charge for its services?

As a fee-only fiduciary, the firm is compensated directly by clients rather than through commissions or product sales. Its typical fee structure is based on a percentage of assets under management, though the specific fee schedule has not been published.

### Does Sage Wealth Solutions offer an outsourced CIO service?

Yes. Sage positions its outsourced chief investment officer platform as a central offering. This allows families and institutions without internal investment staff to delegate asset allocation, manager selection, and ongoing portfolio monitoring to the firm's investment team.

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

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