Sage Private Wealth Group, LLC

Sage Private Wealth Group, LLC (CRD# 173399) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $364,442,106 in 1,146 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181
https://www.instagram.com/sageprivatewealth/
By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    1,146
    ACCOUNTS
  • Average Account Value
    $318,012
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, MD, MI, PA, PR, TX, VA, WI

Financial Advisors at Sage Private Wealth Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Robert Borchardt, financial advisor Oakbrook Terrace IL
Robert L. Borchardt
CRD#: 2092107
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Robert Borchardt (CRD# 2092107) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 33 years of experience in the finance industry.

2
Nickolas Brait, financial advisor Oakbrook Terrace IL
Nickolas J. Brait
CRD#: 1053565
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Nickolas Brait (CRD# 1053565) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 41 years of experience in the finance industry.

3
Christina Castrejon, financial advisor Oakbrook Terrace IL
Christina Castrejon
CRD#: 4994177
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Christina Castrejon (CRD# 4994177) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 18 years of experience in the finance industry.

4
Peggy Hauser, financial advisor Oakbrook Terrace IL
Peggy L. Hauser
CRD#: 5282213
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Peggy Hauser (CRD# 5282213) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 8 years of experience in the finance industry.

5
Khaled Taha, financial advisor Oakbrook Terrace IL
Khaled A. Taha
CRD#: 4481128
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Khaled Taha (CRD# 4481128) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 22 years of experience in the finance industry.

6
Kristi Wano, financial advisor Oakbrook Terrace IL
Kristi K. Wano
CRD#: 6003816
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Kristi Wano (CRD# 6003816) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 12 years of experience in the finance industry.

7
Tiffany Austin, financial advisor Colorado Springs CO
Tiffany N. Austin
CRD#: 7264327
Colorado Springs, CO

Tiffany Austin (CRD# 7264327) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Colorado Springs, CO and has over 3 years of experience in the finance industry.

8
Joshua Youel, financial advisor Oakbrook Terrace IL
Joshua G. Youel
CRD#: 6064283
18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181

Joshua Youel (CRD# 6064283) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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