Sage Private Wealth Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

173399

SEC number

801-119804

Firm type

RIA

Assets under management

$440.8M as of Mar 18, 2026

Website

www.linkedin.com/company/sagepwg ↗

Phone

630-933-0000

Address

18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181

Advisors at this firm

10 in our index · page 1 of 1

• Tiffany Nichole AustinCRD 7264327 · Colorado Springs, CO
  IA Registered
• Robert Lloyd BorchardtCRD 2092107 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Nickolas James BraitCRD 1053565 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrea Bradley ClaeysCRD 7342461 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christina CastrejonCRD 4994177 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Peggy Lynn HauserCRD 5282213 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Edward Thomas KeatingCRD 1210528 · Oakbrook Terrace, IL
  IA Registered
• Khaled Awad TahaCRD 4481128 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Kristi K WanoCRD 6003816 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Joshua Gabriel YouelCRD 6064283 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.