AdvisorCensus / Financial advisors / Illinois / Chicago / Sage Private Wealth Group, LLC
Sage Private Wealth Group, LLC
Filed as SAGE PRIVATE WEALTH GROUP, LLC
Sage Private Wealth Group, LLC is an SEC-registered investment advisory firm in Oakbrook Terrace, IL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Sage Private Wealth Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Sage Private Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Sage Private Wealth Group, LLC charge?
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: up to $800 an hour (family office services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sage Private Wealth Group, LLC located?
Sage Private Wealth Group, LLC's principal office is in Oakbrook Terrace, IL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Sage Private Wealth Group, LLC registered with the SEC or a state?
Sage Private Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 173399.
How much does Sage Private Wealth Group, LLC manage?
Sage Private Wealth Group, LLC reports $440,776,871 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (95% discretionary).
How have Sage Private Wealth Group, LLC's assets and staff changed since 2021?
In the Form ADV data for Sage Private Wealth Group, LLC: Regulatory assets under management: $342,479,300 in the October 2021 data and $440,776,871 in the October 2026 data, up 29%. Total employees: 7 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sage Private Wealth Group, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (333); individuals (other than high net worth individuals) (146); other (2).
Which custodians does Sage Private Wealth Group, LLC use?
Sage Private Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Sage Private Wealth Group, LLC 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/173399
Does Sage Private Wealth Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "SPWG generally requires a minimum account size of $500,000 for advisory accounts. However, from time-to-time, in its sole discretion, SPWG may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
What changed in Sage Private Wealth Group, LLC's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
SPWG generally requires a minimum account size of $500,000 for advisory accounts. However, from time-to-time, in its sole discretion, SPWG may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.
Hourly rate: up to $800 an hour (family office services)
The brochure's wording
For family office services, SPWG charges a negotiable hourly fee of up to $800 along with our customary portfolio management fees that are disclosed in the Portfolio Management Services Fees section above.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$440,776,871 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (5 years)
- Employees
- Total: 15. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $440,776,871 | 15 | September 18, 2026 |
| October 2025 | $395,169,712 | 15 | April 21, 2025 |
| October 2024 | $364,442,106 | 13 | June 5, 2024 |
| October 2023 | $286,360,262 | 13 | March 30, 2023 |
| October 2022 | $354,227,542 | 6 | July 1, 2022 |
| October 2021 | $342,479,300 | 7 | April 27, 2021 |
Regulatory assets under management: $342,479,300 in the October 2021 data and $440,776,871 in the October 2026 data, up 29%.
Total employees: 7 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in TN.
- April 2026
- Employees performing advisory functions went from 11 to 3.
- Regulatory assets under management went from $395,169,712 to $440,776,871 (+12%).
- Registered or notice-filed in OH.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sage Private Wealth Group, LLC (CRD 173399): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sage-private-wealth-group-llc-oakbrook-terrace-il-173399