KANSAS CITY, MOCRD 323565Latest ADV March 13, 2026
Craft & Sage Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 13, 2026, reports $307M in regulatory assets under management, 11 employees, 3 offices, and 1,408 accounts.
Assets Under Management
$307M
Employees
11
Offices
3 offices
Total Clients
531
Primary office
KANSAS CITY, MO
2500 SUMMIT STREET, #103, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
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 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
380
2
HNWI
27.1%
144
3
Pension Plans
1.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of March 13, 2026
Discretionary100.0%
$307M
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$307M
Total Accounts1,408
10Y AUM Change+$307M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.