CRAFT&SAGE WEALTH
CRAFT & SAGE WEALTH Legal Name
Adviser information for CRAFT&SAGE WEALTH last updated from Form ADV on March 29th, 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 | Missouri, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,439 | $251.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,439 | $251.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 306 | $69.1M |
| HNW Individuals | 114 | $149.2M |
| 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 | $10.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 1 | $21.9M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127993 |
|---|---|
| SEC ERA File Number | 801-127993 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323565 |
| Legal Entity Identifier | None |
Principal Office
1535 WALNUT STREETSUITE 107
KANSAS CITY
MO
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 816-436-9939, Fax: 816-436-7735
Chief Compliance Officer
JOHN T. CHRISTY
1535 WALNUT STREET
KANSAS CITY
MO
United States
Tel:
816-436-9939
J*******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHRISTY, JOHN, TARKINGTON | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 06/2012 | > 75% |
| BRENNER, MEGAN, MARIE | Individual | – | MINORITY OWNER, ADVISER | 06/2012 | < 5% |