Sage Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Wealth Solutions is a California-registered independent investment adviser that provides portfolio management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. Services described in the brochure include ongoing discretionary portfolio management, project‑based financial planning covering cash flow, retirement and risk management, and a college‑planning service that helps identify “best‑fit” schools.
The firm describes a multi‑disciplinary investment process that combines quantitative, fundamental, technical, cyclical and economic analysis to select investments and monitor portfolios, and it implements both long‑ and short‑term strategies within a strategic asset allocation framework. Reviews are performed on a periodic and event‑driven basis, and client assets are held with qualified custodians (the brochure lists Charles Schwab and Fidelity) while the firm does not act as custodian.
Notable features include offering project‑based financial planning on a fixed‑fee basis and a specific emphasis on college planning as part of its planning services, plus routine use of third‑party or outside managers where a single consolidated fee is debited by the outside manager and the firm’s portion is remitted to Sage. The firm was founded in January 2025 and reported no assets under management as of December 31, 2025, reflecting its recent formation.
Client services
Expertise
Fee options
Project-based financial planning fees range from $1,500 to $5,000, with 50% due at engagement and remainder upon completion.
$0 - $999,999: 1% $1,000,000 - $1,999,999: 0.9% $2,000,000 - $2,500,000: 0.8% $2,500,001+: 0.75%
Main office
40462 Snake Lane
Palmdale CA 93551
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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