Sage Wealth Planning

CRD 300747 · Georgetown, TX · $127.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 300747
SEC number: 801-133767
Firm type: RIA
Assets under management: $127.0M as of Jun 22, 2026
Website: linkedin.com/company/sage-wealth-planning-llc ↗
Phone: (231) 221-2448
Address: 116 W 8th Street, Georgetown, TX, 78626

Advisors at this firm

3 in our index · page 1 of 1

Ethan Christopher KokCRD 7370947 · Georgetown, TX

IA Registered
Paige Alysse MillikinCRD 7379891 · Canton, MI

IA Registered
Zackary Boyd SmutzerCRD 7755816 · Addison, TX

IA Registered

Source & corrections

Where this page comes from

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

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