WAPPINGERS FALLS, NYCRD 304559Latest ADV March 17, 2026
Sage Investment Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wappingers Falls, NY. Its latest Form ADV filing, dated March 17, 2026, reports $268M in regulatory assets under management, 5 employees, 1 office, and 750 accounts.
Assets Under Management
$268M
Employees
5
Offices
1 office
Total Clients
307
Primary office
WAPPINGERS FALLS, NY
1829 SOUTH ROAD, WAPPINGERS FALLS, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.6% of total clients.
Top client categories% of clientsClients
1
Individuals
75.6%
232
2
HNWI
24.4%
75
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$268Mas of March 17, 2026
Discretionary100.0%
$268M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$268M
Total Accounts750
10Y AUM Change+$268M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee61:1
10Y Employee Change+4 (+400.0%)
* 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.