Sage Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Sage Wealth Solutions LLC provides portfolio management, investment analysis, and financial planning to individuals, businesses, trusts, and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary advisory services and requires a written financial services agreement before beginning an engagement.
The firm’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to identify investments favored by its models and to monitor portfolio exposures over time. When appropriate, Sage engages third‑party Outside Managers, assisting clients with manager selection, investor questionnaires, model allocation, and periodic reviews while placing trades through qualified custodians.
Distinctive features include a formal process for recommending and monitoring Outside Managers and a billing arrangement in which an Outside Manager may deduct a single combined fee and remit Sage’s advisory portion—a selection-of-other-advisers practice that is less common among peer investment managers. The firm also offers limited project‑based and occasional hourly consulting for financial planning, its principal holds an insurance license and may sell commissionable insurance products (a disclosed potential conflict), and the firm was founded recently and reported no assets under management as of the brochure date.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fees for project-based financial planning ranging from $1,500 to $5,000.
$0 - $999,999: 1% $1,000,000 - $1,999,999: 0.9% $2,000,000 - $2,500,000: 0.8% $2,500,001+: 0.75%
Insurance commissions earned by licensed insurance agent Ralph Williams are separate and in addition to advisory fees.
Hourly consulting fees at a rate of $150 per hour in some narrowly-focused cases.
Main office location
Sage Wealth Solutions, LLC
40462 Snake Lane
Palmdale CA 93551, United States
Number of offices
1
Most active in
Sage Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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