SAGE PRIVATE WEALTH GROUP, LLC
Adviser information for SAGE PRIVATE WEALTH GROUP, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 976 | $345.7M |
| Non-Discretionary | 170 | $18.8M |
| Total | 1,146 | $364.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 284 | $107.6M |
| HNW Individuals | 101 | $254.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $842,309 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsFAMILY OFFICE SERVICES |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
18W140 BUTTERFIELD ROAD, SUITE 1160OAKBROOK TERRACE
IL
United States
Monday - Friday, 8:00 AM TO 4:00 PM
Tel: 630-933-0000, Fax: 630-933-0001
Chief Compliance Officer
ANNE CZIZEK
18W140 BUTTERFIELD ROAD
SUITE 1160
OAKBROOK TERRACE
IL
United States
Tel:
630-933-0000
Fax:
630-933-0001
C*********@********************M
(Full email address available in API data)
Regulatory Contact
KHALED AWAD TAHA
MANAGING MEMBER
18W140 BUTTERFIELD ROAD
SUITE 1160
OAKBROOK TERRACE
IL
United States
Tel:
630-933-0000
Fax:
630-933-0001
K**********@********************M
(Full email address available in API data)
Industry Affiliates
| SAGE TAX ADVISORY | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAHA, KHALED, AWAD | Individual | – | MANAGING MEMBER | 03/2012 | > 75% |
| EL-SHAREIF, NOHA | Individual | – | MEMBER/CHIEF STRATEGY OFFICER | 11/2014 | 10-25% |
| CZIZEK, ANNE, CHRISTINE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed November 8th, 2022 for period ending September 30th, 2022
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC | COM | 403 | 4K | – |
| ISHARES TR | NORTH AMERN NAT | 30 | 868 | – |
| PARAMOUNT GLOBAL | CLASS B COM | 4 | 201 | – |
| PRUDENTIAL FINL INC | COM | 17 | 201 | – |
| UNDER ARMOUR INC | CL A | 4 | 647 | – |
| STARBUCKS CORP | COM | 418 | 5K | – |
| JOHNSON & JOHNSON | COM | 219 | 1K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 63 | 348 | – |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 6 | 60 | – |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 15 | 178 | – |
| SPDR SER TR | NUVEEN BLMBRG SH | 25 | 535 | – |
| SHELL PLC | SPON ADS | 6 | 112 | – |
| PROCTER AND GAMBLE CO | COM | 0 | 3 | – |
| COCA COLA CO | COM | 488 | 9K | – |
| GENERAL MLS INC | COM | 24 | 313 | – |
| ENTERPRISE PRODS PARTNERS L | COM | 56 | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 13 | 80 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 37 | 466 | – |
| CARNIVAL CORP | COMMON STOCK | 1 | 100 | – |
| INVESCO DB COMMDY INDX TRCK | UNIT | 6K | 268K | – |
| INTEL CORP | COM | 83 | 3K | – |
| BOSTON BEER INC | CL A | 137 | 423 | – |
| CME GROUP INC | COM | 5K | 29K | – |
| MEDTRONIC PLC | SHS | 165 | 2K | – |
| NETFLIX INC | COM | 54 | 230 | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 6 | 20 | – |
| LAUDER ESTEE COS INC | CL A | 292 | 1K | – |
| MERCK & CO INC | COM | 318 | 4K | – |
| MASTERCARD INCORPORATED | CL A | 264 | 929 | – |
| ALLSTATE CORP | COM | 27 | 220 | – |
| DIAGEO PLC | SPON ADR NEW | 178 | 1K | – |
| ALASKA AIR GROUP INC | COM | 273 | 7K | – |
| FEDERAL SIGNAL CORP | COM | 31 | 842 | – |
| VANGUARD WORLD FD | EXTENDED DUR | 6K | 68K | – |
| ISHARES TR | MSCI USA SMCP MN | 9 | 269 | – |
| EDWARDS LIFESCIENCES CORP | COM | 39 | 471 | – |
| VERIZON COMMUNICATIONS INC | COM | 165 | 4K | – |
| CHUBB LIMITED | COM | 301 | 2K | – |
| INVITATION HOMES INC | COM | 15 | 430 | – |
| PEPSICO INC | COM | 203 | 1K | – |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 4 | 306 | – |
| MOLSON COORS BEVERAGE CO | CL B | 150 | 3K | – |
| HONEYWELL INTL INC | COM | 57 | 344 | – |
| TRANE TECHNOLOGIES PLC | SHS | 36 | 248 | – |
| FORD MTR CO DEL | COM | 162 | 14K | – |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 10 | 666 | – |
| BP PLC | SPONSORED ADR | 8 | 295 | – |
| HOME DEPOT INC | COM | 297 | 1K | – |
| PACER FDS TR | PACER US SMALL | 14K | 420K | – |
| FIRST TR SML CP CORE ALPHA F | COM SHS | 6 | 88 | – |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 7 | 200 | – |
| FIRST TR LRGE CP CORE ALPHA | COM SHS | 27 | 379 | – |
| FIRST TR S&P REIT INDEX FD | COM | 5 | 218 | – |
| ISHARES TR | RUS 2000 VAL ETF | 398 | 3K | – |
| SPDR GOLD TR | GOLD SHS | 15 | 100 | – |
| ISHARES TR | RUS 1000 GRW ETF | 38 | 182 | – |
| IQVIA HLDGS INC | COM | 36 | 201 | – |
| STERIS PLC | SHS USD | 115 | 691 | – |
| FIRST TR MID CAP CORE ALPHAD | COM SHS | 10 | 127 | – |
| ADOBE SYSTEMS INCORPORATED | COM | 48 | 174 | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 13 | 180 | – |
| EXELON CORP | COM | 10 | 276 | – |
| ALPHABET INC | CAP STK CL A | 54 | 560 | – |
| INTUIT | COM | 147 | 379 | – |
| HALLIBURTON CO | COM | 22 | 886 | – |
| CSX CORP | COM | 243 | 9K | – |
| COMCAST CORP NEW | CL A | 246 | 8K | – |
| MICROSOFT CORP | COM | 910 | 4K | – |
| CVS HEALTH CORP | COM | 66 | 695 | – |
| DTE ENERGY CO | COM | 14 | 122 | – |
| MASCO CORP | COM | 13 | 271 | – |
| NISOURCE INC | COM | 23 | 912 | – |
| V F CORP | COM | 101 | 3K | – |
| SONOS INC | COM | 72 | 5K | – |
| ARES CAPITAL CORP | COM | 14 | 849 | – |
| TESLA INC | COM | 171 | 645 | – |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 2K | 37K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 35 | 1K | – |
| NXP SEMICONDUCTORS N V | COM | 27 | 185 | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 25 | 804 | – |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 12 | 263 | – |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 1 | 15 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 9 | 26 | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 20 | 51 | – |
| HUNTINGTON BANCSHARES INC | COM | 11 | 834 | – |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 1 | 30 | – |
| HASBRO INC | COM | 115 | 2K | – |
| AIR PRODS & CHEMS INC | COM | 218 | 935 | – |
| ISHARES TR | RUSSELL 2000 ETF | 15 | 92 | – |
| FIDELITY NATL INFORMATION SV | COM | 7 | 91 | – |
| DUKE ENERGY CORP NEW | COM NEW | 25 | 267 | – |
| AFLAC INC | COM | 180 | 3K | – |
| INVESTMENT MANAGERS SER TR | KNWLDL LD ETF | 20 | 600 | – |
| ISHARES TR | SELECT DIVID ETF | 13 | 125 | – |
| ROCKET COS INC | COM CL A | 64 | 10K | – |
| MARATHON PETE CORP | COM | 291 | 3K | – |
| THE AARONS COMPANY INC | COM | 1 | 103 | – |
| AIRBNB INC | COM CL A | 145 | 1K | – |
| SPDR SER TR | NUVEEN BLOOMBERG | 9 | 194 | – |
| ROBLOX CORP | CL A | 120 | 3K | – |
| COINBASE GLOBAL INC | COM CL A | 3K | 47K | – |
| ORGANON & CO | COMMON STOCK | 0 | 10 | – |
| VISA INC | COM CL A | 310 | 2K | – |
| ISHARES TR | MSCI USA MIN VOL | 17 | 258 | – |
| PORTILLOS INC | COM CL A | 13 | 643 | – |
| VITA COCO CO INC | COM | 6 | 500 | – |
| L3HARRIS TECHNOLOGIES INC | COM | 24 | 116 | – |
| CONSTELLATION ENERGY CORP | COM | 8 | 92 | – |
| META PLATFORMS INC | CL A | 6 | 45 | – |
| RALPH LAUREN CORP | CL A | 365 | 4K | – |
| ZIMVIE INC | COM | 0 | 12 | – |
| WARNER BROS DISCOVERY INC | COM SER A | 1 | 72 | – |
| BCE INC | COM NEW | 6 | 146 | – |
| HALEON PLC | SPON ADS | 1 | 201 | – |
| MONDELEZ INTL INC | CL A | 309 | 6K | – |
| WP CAREY INC | COM | 13 | 193 | – |
| BROADCOM INC | COM | 301 | 678 | – |
| JOHNSON CTLS INTL PLC | SHS | 24 | 489 | – |
| CANADIAN PAC RY LTD | COM | 11 | 164 | – |
| PIONEER NAT RES CO | COM | 76 | 353 | – |
| ISHARES TR | CORE MSCI EAFE | 24 | 452 | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 142 | 552 | – |
| OMNICOM GROUP INC | COM | 6 | 101 | – |
| ROCKWELL MED INC | COM NEW | 0 | 54 | – |
| ABBVIE INC | COM | 151 | 1K | – |
| S&P GLOBAL INC | COM | 18 | 60 | – |
| ISHARES INC | CORE MSCI EMKT | 10 | 224 | – |
| PROG HOLDINGS INC | COM NPV | 3 | 206 | – |
| FACTSET RESH SYS INC | COM | 224 | 560 | – |
| POLARIS INC | COM | 13 | 134 | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 13 | 126 | – |
| QUALCOMM INC | COM | 125 | 1K | – |
| MCDONALDS CORP | COM | 369 | 2K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 5K | 54K | – |
| CISCO SYS INC | COM | 358 | 9K | – |
| AUTODESK INC | COM | 62 | 332 | – |
| JETBLUE AWYS CORP | COM | 41 | 6K | – |
| AT&T INC | COM | 5 | 308 | – |
| ISHARES TR | ISHARES BIOTECH | 18 | 155 | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 339 | 2K | – |
| ISHARES TR | ISHARES SEMICDTR | 8 | 25 | – |
| CIGNA CORP NEW | COM | 21 | 75 | – |
| UNION PAC CORP | COM | 310 | 2K | – |
| SALESFORCE INC | COM | 142 | 989 | – |
| DARDEN RESTAURANTS INC | COM | 178 | 1K | – |
| JPMORGAN CHASE & CO | COM | 425 | 4K | – |
| CHEVRON CORP NEW | COM | 18 | 124 | – |
| CONOCOPHILLIPS | COM | 8 | 75 | – |
| TJX COS INC NEW | COM | 364 | 6K | – |
| BK OF AMERICA CORP | COM | 19 | 627 | – |
| SPDR SER TR | S&P DIVID ETF | 15 | 139 | – |
| WALMART INC | COM | 256 | 2K | – |
| ORACLE CORP | COM | 3 | 57 | – |
| TARGET CORP | COM | 329 | 2K | – |
| PFIZER INC | COM | 13 | 303 | – |
| CATERPILLAR INC | COM | 66 | 400 | – |
| ALPHABET INC | CAP STK CL C | 235 | 2K | – |
| BEST BUY INC | COM | 141 | 2K | – |
| AMERICAN EXPRESS CO | COM | 309 | 2K | – |
| AMGEN INC | COM | 16 | 71 | – |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 11 | 90 | – |
| MAIN STR CAP CORP | COM | 16 | 489 | – |
| ECHOSTAR CORP | CL A | 5 | 305 | – |
| HEALTHEQUITY INC | COM | 12 | 175 | – |
| EATON CORP PLC | SHS | 304 | 2K | – |
| KEYSIGHT TECHNOLOGIES INC | COM | 29 | 182 | – |
| ESSENTIAL UTILS INC | COM | 22 | 519 | – |
| DELTA AIR LINES INC DEL | COM NEW | 277 | 10K | – |
| ARK ETF TR | GENOMIC REV ETF | 2 | 50 | – |
| PHILIP MORRIS INTL INC | COM | 93 | 1K | – |
| VISTA OUTDOOR INC | COM | 2 | 100 | – |
| ALTRIA GROUP INC | COM | 443 | 11K | – |
| CITIGROUP INC | COM NEW | 4 | 101 | – |
| EXXON MOBIL CORP | COM | 46 | 522 | – |
| UNITEDHEALTH GROUP INC | COM | 52 | 103 | – |
| ARK ETF TR | INNOVATION ETF | 2 | 50 | – |
| SOUTHWEST AIRLS CO | COM | 6 | 200 | – |
| ISHARES TR | MSCI ACWI ETF | 74 | 953 | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 18 | 507 | – |
| DEVON ENERGY CORP NEW | COM | 332 | 6K | – |
| NOVO-NORDISK A S | ADR | 101 | 1K | – |
| PAYPAL HLDGS INC | COM | 82 | 951 | – |
| RAPID7 INC | COM | 8 | 176 | – |
| CARDINAL HEALTH INC | COM | 13 | 201 | – |
| TORONTO DOMINION BK ONT | COM NEW | 13 | 204 | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 45 | 941 | – |
| APPLE INC | COM | 2K | 11K | – |
| GSK PLC | SPONSORED ADR | 5 | 161 | – |
| DISNEY WALT CO | COM | 302 | 3K | – |
| ISHARES TR | RUS 1000 ETF | 15K | 76K | – |
| ISHARES TR | RUS 1000 VAL ETF | 39 | 285 | – |