Sage Mountain Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,823,741
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
35
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$309,250
About
Sage Mountain Wealth Management is an independent, single‑advisor registered investment adviser that serves individuals, high-net-worth clients, small businesses, retirement plan sponsors, and private foundations, providing discretionary portfolio management and retirement-focused financial planning. Services typically include a customized Investment Policy Statement, ongoing monitoring, and coordination with other professional advisors; fees are assessed on an asset‑under‑management basis.
The firm combines fundamental and quantitative analysis to build globally diversified, long‑term portfolios that commonly use index funds and ETFs but may include individual equities and certain alternatives for accredited investors. Each engagement is tailored to the client's goals and risk tolerance, with the firm delivering periodic performance reporting and making portfolio adjustments as circumstances change.
What is notable for a solo independent adviser is the explicit acceptance of private foundations and other charitable organizations as clients and the principal’s active service as treasurer on nonprofit boards, which suggests practical experience with nonprofit governance and institutional account matters. The firm also typically recommends a single custodian (participating in that custodian’s advisor support program) and does not vote proxies on clients’ behalf, practices that may differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Passive / index investing
Private / alternative investments
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Account minimum: $100,000
Main office location
Sage Mountain Wealth Management
Horseshoe Bend ID, United States
Number of offices
1
Most active in
Sage Mountain Wealth Management has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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