Sage Wealth Planning, LLC
● SEC registered since 2025CRD 300747SEC# 801-133767Georgetown, TX
Reg. AUM
$127M
Employees
3
Accounts
415
Location
Georgetown, TX
Sage Wealth Planning, LLC assets under management
Sage Wealth Planning, LLC is a registered investment adviser overseen by the SEC based in Georgetown, TX. The firm has been registered since 2025. It reports $127 million in regulatory assets under management and employs 3 people.
Sage Wealth Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ethan Christopher Kok Control | Principal, Cco, Member | Over 75% | 2021 |
Frequently asked questions
How much does Sage Wealth Planning, LLC manage?
Sage Wealth Planning, LLC reports $127 million in regulatory assets under management on its Form ADV.
How many employees does Sage Wealth Planning, LLC have?
Sage Wealth Planning, LLC reports 3 employees.
Where is Sage Wealth Planning, LLC located?
Sage Wealth Planning, LLC is based in Georgetown, TX and has been SEC-registered since 2025.
Does Sage Wealth Planning, LLC disclose fund performance?
Sage Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 116 W 8th Street, Unit 207, Georgetown, TX 78626 |
| Phone | (231) 221-2448 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127M▲ 12%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127Mregulatory AUM
Discretionary $122.9MNon-discretionary $4.1M