Sage Mountain Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,655,752
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
35
3% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$190,164
About
Sage Mountain Wealth Management is an independent, single‑advisor registered investment adviser that serves individuals, high-net-worth clients, small businesses, retirement plan sponsors, and private foundations, providing discretionary portfolio management and retirement-focused financial planning. Services typically include a customized Investment Policy Statement, ongoing monitoring, and coordination with other professional advisors; fees are assessed on an asset‑under‑management basis.
The firm combines fundamental and quantitative analysis to build globally diversified, long‑term portfolios that commonly use index funds and ETFs but may include individual equities and certain alternatives for accredited investors. Each engagement is tailored to the client's goals and risk tolerance, with the firm delivering periodic performance reporting and making portfolio adjustments as circumstances change.
What is notable for a solo independent adviser is the explicit acceptance of private foundations and other charitable organizations as clients and the principal’s active service as treasurer on nonprofit boards, which suggests practical experience with nonprofit governance and institutional account matters. The firm also typically recommends a single custodian (participating in that custodian’s advisor support program) and does not vote proxies on clients’ behalf, practices that may differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Passive / index investing
Private / alternative investments
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Account minimum: $100,000
Main office location
Sage Mountain Wealth Management
Horseshoe Bend ID, United States
Number of offices
1
Most active in
Sage Mountain Wealth Management has reported serving >5 clients in these states in the last 12 months.
Idaho
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.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")