OAKBROOK TERRACE, ILCRD 173399Latest ADV March 18, 2026
Sage Private Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakbrook Terrace, IL. Its latest Form ADV filing, dated March 18, 2026, reports $441M in regulatory assets under management, 15 employees, 2 offices, and 480 accounts.
Assets Under Management
$441M
Employees
15
Offices
2 offices
Total Clients
482
Primary office
OAKBROOK TERRACE, IL
18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
333
2
Individuals
30.3%
146
3
OTHER
0.4%
2
4
BDCs
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$441Mas of March 18, 2026
Discretionary95.1%
$419M
95% of total RAUM95.1%
Non-discretionary4.9%
$22M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$441M
Total Accounts480
10Y AUM Change+$153M (+53.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee32:1
10Y Employee Change+3 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.