Sage Private Wealth Group, LLC
● SEC registered since 2020CRD 173399SEC# 801-119804Oakbrook Terrace, IL
Reg. AUM
$440.8M
Employees
15
Accounts
480
Location
Oakbrook Terrace, IL
Sage Private Wealth Group, LLC assets under management
Sage Private Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Oakbrook Terrace, IL. The firm has been registered since 2020. It reports $440.8 million in regulatory assets under management and employs 15 people.
Sage Private Wealth Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christy Jean Fabian | Chief Compliance Officer | Under 5% | 2025 |
| Khaled Awad Taha Control | Managing Member | Over 75% | 2012 |
| Noha El-Shareif Control | Member/Chief Strategy Officer | 10-25% | 2014 |
Frequently asked questions
How much does Sage Private Wealth Group, LLC manage?
Sage Private Wealth Group, LLC reports $440.8 million in regulatory assets under management on its Form ADV.
How many employees does Sage Private Wealth Group, LLC have?
Sage Private Wealth Group, LLC reports 15 employees.
Where is Sage Private Wealth Group, LLC located?
Sage Private Wealth Group, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2020.
Does Sage Private Wealth Group, LLC disclose fund performance?
Sage Private Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181 |
| Phone | 630-933-0000 |
| Fax | 630-933-0001 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1845635 |
| Discloses disciplinary history | No |
Regulatory AUM
$440.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$440.8Mregulatory AUM
Discretionary $419.2MNon-discretionary $21.5M