Pacific Sage Partners, 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 March 4, 2026, reports $986M in regulatory assets under management, 8 employees, and 2,482 accounts.
Assets Under Management
$986M
Employees
8
Offices
--
Total Clients
830
Primary office
EDMONDS, WA
505 5TH AVENUE SOUTH, SUITE 104, EDMONDS, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
582
2
HNWI
26.7%
222
3
Corporations
2.3%
19
4
Charitable
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$986Mas of March 4, 2026
Discretionary99.9%
$985M
100% of total RAUM99.9%
Non-discretionary0.1%
$759K
0% of total RAUM0.1%
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$986M
Total Accounts2,482
10Y AUM Change+$986M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee104:1
10Y Employee Change+3 (+60.0%)
* 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.