Sage Wealth Consulting, LLC

Sage Wealth Consulting, LLC (CRD# 298912) is a financial advisory firm headquartered in Sarasota, FL. They manage $8,942,385 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6151 Lake Osprey Drive, Suite 300, Sarasota, FL 34240
https://www.linkedin.com/company/sage-wealth-consulting-llc/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $137,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Sage Wealth Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Angela Wentz, financial advisor Sarasota FL
Angela Wentz
CRD#: 6120456
6151 Lake Osprey Drive, Suite 300, Sarasota, FL 34240
Angela Wentz (CRD# 6120456) is an Investment Advisor Representative working at Sage Wealth Consulting, LLC in Sarasota, FL and has over 5 years of experience in the finance industry. Angela Wentz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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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