# Craft & Sage Wealth

> Craft & Sage Wealth is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 323565
- Filed as: CRAFT & SAGE WEALTH
- Legal name: Craft & Sage Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323565
- AdvisorCensus page: https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565

## Quick answers

**How is Craft & Sage Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Craft & Sage Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Craft & Sage Wealth located?**
Craft & Sage Wealth's principal office is in Kansas City, MO, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Craft & Sage Wealth registered with the SEC or a state?**
Craft & Sage Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323565.

**How much does Craft & Sage Wealth manage?**
Craft & Sage Wealth reports $306,774,409 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Craft & Sage Wealth's assets and staff changed since 2023?**
In the Form ADV data for Craft & Sage Wealth: Regulatory assets under management: $223,748,080 in the October 2023 data and $306,774,409 in the October 2026 data, up 37%. Total employees: 11 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Craft & Sage Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (380); high net worth individuals (144); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Craft & Sage Wealth use?**
Craft & Sage Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Craft & Sage Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323565

**What changed in Craft & Sage Wealth's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $306,774,409
- Discretionary: $306,774,409
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 380 | $87,191,617 |
| High net worth individuals | 144 | $203,447,106 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $16,135,686 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, FL, KS, MO, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Kansas City, MO
- Topeka, KS

### Websites listed on Form ADV (Item 1.I)
- craftandsage.com
- Facebook @craftandsage
- Instagram @craftandsage
- LinkedIn @craft-and-sage
- YouTube @craftandsage

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $223,748,080 | 11 | September 29, 2023 |
| October 2024 | $250,960,505 | 11 | August 8, 2024 |
| October 2025 | $289,680,654 | 11 | July 21, 2025 |
| October 2026 | $306,774,409 | 11 | August 18, 2026 |

Regulatory assets under management: $223,748,080 in the October 2023 data and $306,774,409 in the October 2026 data, up 37%.
Total employees: 11 in October 2023 and 11 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### August 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Craft & Sage Wealth (CRD 323565): Form ADV filing data as of October 2026.