# Gage Wealth Management Group

> Gage Wealth Management Group is a state-registered investment advisory firm in Newtown, PA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 166651
- Filed as: GAGE WEALTH MANAGEMENT GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166651
- AdvisorCensus page: https://advisorcensus.com/firm/gage-wealth-management-group-newtown-pa-166651

## Quick answers

**How is Gage Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Gage Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gage Wealth Management Group located?**
Gage Wealth Management Group's principal office is in Newtown, PA, according to its Form ADV.

**Is Gage Wealth Management Group registered with the SEC or a state?**
Gage Wealth Management Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 166651.

**How much does Gage Wealth Management Group manage?**
Gage Wealth Management Group reports $19,080,986 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (0% discretionary).

**What types of clients does Gage Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: investment companies (26).

**Does Gage Wealth Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166651

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $19,080,986
- Discretionary: $0
- Non-discretionary: $19,080,986

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 26 | $19,080,986 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gagewealthmanagement.com](https://gagewealthmanagement.com)
- Facebook @GAGE-WEALTH-MANAGEMENT-GROUP-615610881792087
- LinkedIn @CHRIS-GAGE-A087A476
- X @GAGEWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gage Wealth Management Group (CRD 166651): Form ADV filing data as of October 2026.