SourcingSourcing

SAGE PRIVATE WEALTH GROUP, LLC

C44
CRD 173399·SEC 801-119804·OAKBROOK TERRACE, IL
AUM
$440.8M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAGE PRIVATE WEALTH GROUP, LLC
CRD
173399
SEC file #
801-119804
EIN
454837234
DBA names
—

Economics

AUM
$440.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$287.8M → $440.8M▲ +53%
Client mix
Individuals High Net Worth333
Individuals Other146
Other2
Business Devel Companies1

Operations

Employees (total)
15
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
6 advisors → 3 advisors▼ -50%
Primary office
OAKBROOK TERRACE IL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/sagepwg(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAHA, KHALED, AWAD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TAHA, KHALED, AWAD
EL-SHAREIF, NOHA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001845635
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-03-02
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001765380-26-000132

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
18W140 BUTTERFIELD ROADSUITE 1160OAKBROOK TERRACE, IL 60181
Business
18W140 BUTTERFIELD ROADSUITE 1160OAKBROOK TERRACE, IL 60181
Edgar EIN
454837234
Edgar Recent Filings
13F-HR2026-05-01 · 0001765380-26-000132
13F-HR2026-01-28 · 0001765380-26-000056
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4481128
Trust Company Affiliate
No

People (12)

12
TAHA, KHALED, AWAD
IAR · Direct Owner · 87.5%
4481128
EL-SHAREIF, NOHA
Direct Owner · 17.5%
6275416
CHRISTY JEAN FABIAN
Executive Officer · 2.5%
5872007
ROBERT LLOYD BORCHARDT
IAR
2092107
Edward Thomas Keating
IAR
1210528
PEGGY LYNN HAUSER
IAR
5282213
NICKOLAS JAMES BRAIT
IAR
1053565
JOSHUA GABRIEL YOUEL
IAR
6064283
CHRISTINA Castrejon
IAR
4994177
Kristi K Wano
IAR
6003816
Tiffany Nichole Austin
IAR
7264327
ANDREA Bradley CLAEYS
IAR
7342461