# 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.

- CRD: 173399
- Filed as: SAGE PRIVATE WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakbrook Terrace, IL
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173399
- AdvisorCensus page: https://advisorcensus.com/firm/sage-private-wealth-group-llc-oakbrook-terrace-il-173399

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $440,776,871
- Discretionary: $419,229,324
- Non-discretionary: $21,547,547

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $28,337,673 |
| High net worth individuals | 333 | $398,978,315 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 1 | $11,357,280 |
| 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 | Not reported |
| Other | 2 | $2,103,603 |

### 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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 15 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, MD, MI, OH, PA, PR, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- [sageprivatewealth.com](https://sageprivatewealth.com)
- Facebook @SAGEPWG
- Instagram @sageprivatewealth
- LinkedIn @sagepwg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $342,479,300 | 7 | April 27, 2021 |
| October 2022 | $354,227,542 | 6 | July 1, 2022 |
| October 2023 | $286,360,262 | 13 | March 30, 2023 |
| October 2024 | $364,442,106 | 13 | June 5, 2024 |
| October 2025 | $395,169,712 | 15 | April 21, 2025 |
| October 2026 | $440,776,871 | 15 | September 18, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Private Wealth Group, LLC (CRD 173399): Form ADV filing data as of October 2026.