# Sage Wealth Solutions, LLC

> Sage Wealth Solutions, LLC is a state-registered investment advisory firm in Palmdale, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 14, 2026.

- CRD: 335416
- Filed as: SAGE WEALTH SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palmdale, CA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335416
- AdvisorCensus page: https://advisorcensus.com/firm/sage-wealth-solutions-llc-palmdale-ca-335416

## Quick answers

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

**Where is Sage Wealth Solutions, LLC located?**
Sage Wealth Solutions, LLC's principal office is in Palmdale, CA, according to its Form ADV.

**Is Sage Wealth Solutions, LLC registered with the SEC or a state?**
Sage Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 335416.

**Does Sage Wealth Solutions, LLC 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/335416

## From the Form ADV filing

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

### 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: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sagewealthsolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Wealth Solutions, LLC (CRD 335416): Form ADV filing data as of October 2026.