Sage Private Wealth Group, Llc
- Regulatory AUM
- $441M
- Discretionary
- $419M
- Clients
- 482
- Avg AUM / client
- $914K
- Accounts
- 480
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Investments (13F portfolio — 97 positions, $198,689,043)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | First Trust American Industrial Renaissance Etf | ETF | $21,861,926 | 197,355 | 11.0% | 4.96% |
| 2 | First Trust Developed Markets Ex Us Alphadex Fund | ETF | $18,773,774 | 215,975 | 9.45% | 4.26% |
| 3 | Capital Group Dividend Value Etf | ETF | $17,920,043 | 421,281 | 9.02% | 4.07% |
| 4 | I Shares Gold Trust | ETF | $16,484,740 | 186,995 | 8.3% | 3.74% |
| 5 | Fundstrat Granny Shots Us Large Cap Etf | ETF | $16,366,564 | 685,715 | 8.24% | 3.71% |
| 6 | Spdr Gold Minishares Trust Of Beneficial Interest | ETF | $15,350,426 | 165,617 | 7.73% | 3.48% |
| 7 | Imgp Dbi Managed Futures Strategy Etf | ETF | $14,938,357 | 495,467 | 7.52% | 3.39% |
| 8 | Vaneck Uranium And Nuclear Etf | ETF | $12,631,728 | 94,845 | 6.36% | 2.87% |
| 9 | Nvidia Corporation Com | Stock | $9,010,569 | 51,666 | 4.54% | 2.04% |
| 10 | Apple Inc Com | Stock | $4,211,899 | 16,596 | 2.12% | 0.96% |
| 11 | Microsoft Corp Com | Stock | $2,986,008 | 8,067 | 1.5% | 0.68% |
| 12 | Amazon Com Inc Com | Stock | $1,802,785 | 8,656 | 0.91% | 0.41% |
| 13 | Jpmorgan Chase & Co Com | Stock | $1,329,924 | 4,521 | 0.67% | 0.3% |
| 14 | Spdr Gold Shares | ETF | $1,320,990 | 3,070 | 0.66% | 0.3% |
| 15 | Eli Lilly & Co Com | Stock | $1,253,647 | 1,363 | 0.63% | 0.28% |
| 16 | Alphabet Inc Cap Stk Cl C | Stock | $1,208,416 | 4,213 | 0.61% | 0.27% |
| 17 | Broadcom Inc Com | Stock | $1,143,008 | 3,693 | 0.58% | 0.26% |
| 18 | Xtrackers Msci Eafe Hedged Equity Etf | ETF | $1,131,686 | 22,909 | 0.57% | 0.26% |
| 19 | Motorola Solutions Inc Com New | Stock | $1,043,281 | 2,404 | 0.53% | 0.24% |
| 20 | Cme Group Inc Com | Stock | $1,004,814 | 3,402 | 0.51% | 0.23% |
| 21 | Global X Mlp & Energy Infrastructure Etf | ETF | $972,945 | 13,159 | 0.49% | 0.22% |
| 22 | Alphabet Inc Cap Stk Cl A | Stock | $970,573 | 3,375 | 0.49% | 0.22% |
| 23 | Ishares Russell 1000 Growth Etf | ETF | $965,381 | 2,264 | 0.49% | 0.22% |
| 24 | Abbvie Inc Com | Stock | $914,742 | 4,206 | 0.46% | 0.21% |
| 25 | Walmart Inc Com | Stock | $909,249 | 7,316 | 0.46% | 0.21% |
Top 25 of 97 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 146 | $28.3M | 6.43% |
| High net worth individuals | 333 | $399M | 90.5% |
| Business development companies | 1 | $11.4M | 2.58% |
| Other | 2 | $2.1M | 0.48% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Khaled Awad Taha | Managing Member | Mar 2012 (14y) | 75% or more | |
| El Shareif, Noha | Member/Chief Strategy Officer | Nov 2014 (12y) | 10% – 25% | |
| Czizek, Anne, Christine | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Nickolas James Brait | Registered representative | CFP | Nov 2014 (12y) | |
| Peggy Lynn Hauser | Registered representative | May 2016 (10y) | ||
| Robert Lloyd Borchardt | Registered representative | Jun 2016 (10y) | ||
| Joshua Gabriel Youel | Registered representative | Mar 2023 (3y) | ||
| Christina Castrejon | Registered representative | CFP | Nov 2023 (3y) | |
| Kristi K Wano | Registered representative | Nov 2023 (3y) | ||
| Tiffany Nichole Austin | Registered representative | Jan 2025 (2y) | ||
| Edward Thomas Keating | Registered representative | CFA | Jan 2025 (2y) | |
| Andrea Bradley Claeys | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Raymond James $383M (87% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗