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Michael Helke

Chief Compliance Officer at Sage Advisors

Firm officerUpdated

Michael Helke has been Chief Compliance Officer of Sage Advisors, LLC, an Edmonds, WA investment adviser managing $575M, since April 2019.

7
Years in role
$575M
Firm AUM
690
Firm clients
4
Firm advisers

From Form ADV filed 8 January 2026Form ADV

Career

Michael Helke is a control person of Sage Advisors and directly owns under 5% of it.

Sage Advisors is an investment adviser based in Edmonds, WA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $575 million, as filed on 8 January 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
6535790
Firm
Sage Advisors · CRD 301328
Role
Chief Compliance Officer
In role since
April 2019 · 7 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Edmonds, WA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Helke work?

Michael Helke has been Chief Compliance Officer of Sage Advisors, LLC since April 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 8 January 2026

How can I verify Michael Helke’s record?

Michael Helke’s role is listed on Sage Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 301328.

Source: Form ADV, Schedule A, filed 8 January 2026

Leadership at Sage Advisors

Sources

  1. IAPD individual lookup, CRD 6535790, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Sage Advisors, LLC, filed 8 January 2026. Title, control and ownership bands.
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