{
  "crd_number": 173399,
  "slug": "sage-private-wealth-group-llc-oakbrook-terrace-il-173399",
  "primary_business_name": "SAGE PRIVATE WEALTH GROUP, LLC",
  "legal_name": "SAGE PRIVATE WEALTH GROUP, LLC",
  "dbas": [],
  "city": "Oakbrook Terrace",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 440776871.0,
  "raum_discretionary": 419229324.0,
  "raum_non_discretionary": 21547547.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 15,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 2103603.0,
      "count": 2,
      "description": "OTHER"
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 28337673.0,
      "count": 146
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 398978315.0,
      "count": 333
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": 11357280.0,
      "count": 1
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "MD",
    "MI",
    "OH",
    "PA",
    "PR",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/SAGEPWG",
    "https://instagram.com/sageprivatewealth",
    "https://linkedin.com/company/sagepwg",
    "https://sageprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173399",
  "city_as_filed": "OAKBROOK TERRACE",
  "url": "https://advisorcensus.com/firm/sage-private-wealth-group-llc-oakbrook-terrace-il-173399",
  "display_name": "Sage Private Wealth Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Sage Private Wealth Group, LLC (CRD 173399): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sage Private Wealth Group, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Sage Private Wealth Group, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Sage Private Wealth Group, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Sage Private Wealth Group, LLC registered with the SEC or a state?",
      "a": "Sage Private Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 173399."
    },
    {
      "q": "How much does Sage Private Wealth Group, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Sage Private Wealth Group, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Sage Private Wealth Group, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Sage Private Wealth Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Sage Private Wealth Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Sage Private Wealth Group, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Sage Private Wealth Group, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 342479300.0,
      "total_employees": 7,
      "filing_date": "2021-04-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 354227542.0,
      "total_employees": 6,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 286360262.0,
      "total_employees": 13,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 364442106.0,
      "total_employees": 13,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 395169712.0,
      "total_employees": 15,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 440776871.0,
      "total_employees": 15,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: up to $800 an hour (family office services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $800 an hour (family office services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 800.0,
          "period": "hour",
          "service": "family office services"
        }
      ]
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/sage-private-wealth-group-llc-oakbrook-terrace-il-173399.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 146,
      "fewer_than_5": false,
      "raum": 28337673.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 333,
      "fewer_than_5": false,
      "raum": 398978315.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 11357280.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2103603.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173399",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}