Craft & Sage Wealth, LLC
● SEC registered since 2023CRD 323565SEC# 801-127993Kansas City, MO
Reg. AUM
$306.8M
Employees
11
Accounts
1,408
Location
Kansas City, MO
Craft & Sage Wealth, LLC assets under management
Craft & Sage Wealth, LLC is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2023. It reports $306.8 million in regulatory assets under management and employs 11 people.
Craft & Sage Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Tarkington Christy Control | Principal, Chief Compliance Officer | Over 75% | 2012 |
| Megan Marie Brenner | Minority Owner, Adviser | Under 5% | 2022 |
Frequently asked questions
How much does Craft & Sage Wealth, LLC manage?
Craft & Sage Wealth, LLC reports $306.8 million in regulatory assets under management on its Form ADV.
How many employees does Craft & Sage Wealth, LLC have?
Craft & Sage Wealth, LLC reports 11 employees.
Where is Craft & Sage Wealth, LLC located?
Craft & Sage Wealth, LLC is based in Kansas City, MO and has been SEC-registered since 2023.
Does Craft & Sage Wealth, LLC disclose fund performance?
Craft & Sage Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Summit Street, #103, Kansas City, MO 64108 |
| Phone | 816-436-9939 |
| Fax | 816-436-7735 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$306.8M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$306.8Mregulatory AUM
Discretionary $306.8M