{"url":"https://nivawealth.com/firms/craft-and-sage-wealth-323565","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323565","regulatoryAum":306774409,"crd":"323565","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8056263","suffix":null,"lastName":"Allen","firstName":"Nicholas","middleName":"Randall"},{"crd":"4573758","suffix":null,"lastName":"CHRISTY","firstName":"JOHN","middleName":"TARKINGTON"},{"crd":"2675778","suffix":null,"lastName":"COLLYER","firstName":"ERNEST","middleName":"FRED"},{"crd":"5664769","suffix":null,"lastName":"GLOE","firstName":"BRIAN","middleName":"OLAF"},{"crd":"6121402","suffix":null,"lastName":"JEWETT","firstName":"MEGAN","middleName":"MARIE"},{"crd":"5314495","suffix":null,"lastName":"Palmer","firstName":"Dustin","middleName":"Lynn"},{"crd":"3257846","suffix":null,"lastName":"TROMANS","firstName":"FREDERICK","middleName":"ARTHUR"},{"crd":"5902573","suffix":null,"lastName":"WILT","firstName":"ANDREA","middleName":"JEAN"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-29","regulatoryAum":0,"clients":0,"employees":11,"offices":3},{"filedOn":"2024-06-17","regulatoryAum":250960505,"clients":426,"employees":11,"offices":3},{"filedOn":"2025-07-21","regulatoryAum":289680654,"clients":513,"employees":11,"offices":4},{"filedOn":"2026-08-18","regulatoryAum":306774409,"clients":531,"employees":11,"offices":4}],"secFileNumber":"801-127993","legalName":"Craft & Sage Wealth, LLC","displayName":"Craft & Sage Wealth","slug":"craft-and-sage-wealth-323565","website":"https://craftandsage.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/323565/122e761afe6dce8d-r1.webp","tone":"light","width":504,"height":200,"sourceUrl":"https://craftandsage.com/","sourceLabel":"Craft & Sage Wealth, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/craft-and-sage/","founded":null,"organization":"Missouri limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2500 Summit Street, #103","city":"Kansas City","state":"MO","stateName":"Missouri","country":"United States","postalCode":"64108"},"tradeNames":[],"registration":{"secApproved":"2 June 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PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:15:18.222476+00:00","documents":[{"name":"CRAFT&SAGE WEALTH ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018425","versionId":1018425,"submittedOn":"2026-03-13"}]},"custodians":[{"name":"Assetmark Brokerage, LLC","shortName":"Assetmark Brokerage","location":"Concord, CA","smaAssets":279124569}],"custodyNote":"Craft & Sage Wealth has custody of $92.9M in client assets for 424 clients.","leadership":[{"name":"John Christy","title":"Principal, Chief Compliance Officer","crd":"4573758"},{"name":"Megan Jewett","title":"Minority Owner, Adviser","crd":"6121402"}],"ownership":[{"label":"John Christy","detail":"Principal, chief compliance officer in the 75% or more ownership band and a control person, since June 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bonds","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":7},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":60},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"18 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323565/PDF/323565.pdf","brochureDate":"13 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018425","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Craft & Sage Wealth have?","answer":"Craft & Sage Wealth has 531 clients and manages $307 million for them, as of August 2026. They include 380 individual clients, 144 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Craft & Sage Wealth offer?","answer":"Craft & Sage Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Craft & Sage Wealth charge?","answer":"Craft & Sage Wealth charges 0.85%–1.25% a year for its Individually Managed Accounts. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"CRAFT&SAGE WEALTH ADV PART 2A, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Craft & Sage Wealth use?","answer":"Craft & Sage Wealth’s separately managed account assets are held at Assetmark Brokerage, LLC (Concord, CA), with $279M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Craft & Sage Wealth have?","answer":"Craft & Sage Wealth has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Craft & Sage Wealth invest in?","answer":"At the end of its last fiscal year, Craft & Sage Wealth’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 7% investment grade corporate bonds, 4% U.S. government and agency bonds, 2% high-yield corporate bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Craft & Sage Wealth?","answer":"Craft & Sage Wealth’s direct owner is John Christy (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Craft & Sage Wealth get paid?","answer":"Craft & Sage Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Craft & Sage Wealth registered with the SEC?","answer":"Yes, Craft & Sage Wealth has been registered with the SEC as an investment adviser since 2 June 2023. Its CRD number is 323565 and its SEC file number is 801-127993.","source":"Form ADV Part 1A, Item 1, filed 18 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Craft & Sage Wealth?","answer":"Craft & Sage Wealth’s main office is at 2500 Summit Street, #103, Kansas City, MO 64108. Its phone number is 816-436-9939. Its website is craftandsage.com.","source":"Form ADV Part 1A, Item 1.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}