Sage Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edmonds, WA. Its latest Form ADV filing, dated January 8, 2026, reports $575M in regulatory assets under management, 11 employees, 3 offices, and 690 accounts.
Assets Under Management
$575M
Employees
11
Offices
3 offices
Total Clients
690
Primary office
EDMONDS, WA
115 2ND AVENUE NORTH, SUITE 200, EDMONDS, WA, United States
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
525
2
HNWI
21.7%
150
3
Pension Plans
1.9%
13
4
Charitable
0.3%
2
Categories with <5 clients
0<5 clients
Banking or thrift institutions<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$575Mas of January 8, 2026
Discretionary93.2%
$536M
93% of total RAUM93.2%
Non-discretionary6.8%
$39M
7% of total RAUM6.8%
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$575M
Total Accounts690
10Y AUM Change+$575M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee63:1
10Y Employee Change+3 (+37.5%)
* 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.