Sage Private Wealth Group provides portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, family office services, financial planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Sage Private Wealth Group reports 482 clients. They include 333 high-net-worth individuals, 146 individual clients and 2 other clients. Of its assets, 95.1% ($419M across 397 accounts) are managed with discretion; $21.5M across 83 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 6% |
| High-net-worth individuals | 69% | 91% |
| Business development companies | <1% | 3% |
| Other | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 146 | $28.3M | 6.4% | $194K |
| High-net-worth individuals | 333 | $399M | 90.5% | $1.2M |
| Business development companies | 1 | $11.4M | 2.6% | $11.4M |
| Other | 2 | $2.1M | 0.5% | $1.05M |
| Total | 482 | $441M | 100% | $914K |
- Clients
- 146
- Regulatory AUM
- $28.3M
- AUM share
- 6.4%
- Avg. per client
- $194K
- Clients
- 333
- Regulatory AUM
- $399M
- AUM share
- 90.5%
- Avg. per client
- $1.2M
- Clients
- 1
- Regulatory AUM
- $11.4M
- AUM share
- 2.6%
- Avg. per client
- $11.4M
- Clients
- 2
- Regulatory AUM
- $2.1M
- AUM share
- 0.5%
- Avg. per client
- $1.05M
Total
- Clients
- 482
- Regulatory AUM
- $441M
- AUM share
- 100%
- Avg. per client
- $914K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Sage Private Wealth Group charges 0.40%–1.25% a year for its Portfolio management services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family office services
- A negotiable hourly fee of up to $800, payable as invoiced, charged along with the customary portfolio management fees.
Khaled Taha owns 75% or more of Sage Private Wealth Group. The leadership team of Sage Private Wealth Group includes Chief Compliance Officer Christy Fabian. It has 15 employees, 3 of them in advisory roles.
Staff
- 15 employees
- 3 in advisory functions
- 10 state-registered reps
- 3 insurance agents
- Owns 75% or more of Sage Private Wealth Group, LLC
Khaled Taha
Control person · since March 2012
- Owns 10% to 25% of Sage Private Wealth Group, LLC
Noha El-Shareif
Control person · since November 2014
Sage Private Wealth Group’s regulatory assets grew from $342M (April 2021) to $441M (September 2026); clients rose from 351 to 482 and employees from 7 to 15. Between 2014 and 2015, 2 advisory firms and teams joined it. The most recent was Northern Trust Securities Inc. (William Eric Kaehr and Paul S. Rashid team), in August 2015.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $441M | 482 | 15 | 3 |
| Apr 2025April 2025 | $395M | 390 | 15 | 3 |
| Jun 2024June 2024 | $364M | 385 | 13 | 2 |
| Mar 2023March 2023 | $286M | 355 | 13 | 2 |
| Jul 2022July 2022 | $354M | 360 | 6 | 1 |
| Apr 2021April 2021 | $342M | 351 | 7 | 1 |
Firms that joined
20151 joined
- Northern Trust Securities Inc. (William Eric Kaehr and Paul S. Rashid team)TeamNo filed AUM
20141 joined
- Frank Advisor ServicesNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Sage Private Wealth Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
California · 1 listed address
- 11440 W. Bernardo Court, San Diego
Illinois · 1 listed address
- 18w140 Butterfield Road, Suite 1160, Oakbrook TerraceHQ
Contact and registration details
- Legal name
- Sage Private Wealth Group, LLC
- Headquarters
- 18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181
- Website
- sageprivatewealth.com
- Phone
- 630-933-0000
- @sagepwg
- SEC file
- 801-119804
- Founded
- 2014
- Structure
- Illinois LLC
- Fiscal year end
- December
Sage Private Wealth Group’s named custodian for separately managed accounts is Raymond James ($383M). Sage Private Wealth Group has custody of $55.7M for 17 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $383M100%
At year end, Sage Private Wealth Group’s separately managed accounts were mostly in funds (66%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $222M across 100 positions; the largest are First Trust - American Industrial Renaissance ETF (12.4%), First Trust Developed Markets Ex-us Alphadex Fund (10.2%) and Capital Group Dividend Value ETF (9.1%).
What the accounts hold
- Stocks15%
- Funds66%
- Bonds6%
- Investment grade corporate bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash10%
- Other3%
- Annuities or life insurance3%
How many clients does Sage Private Wealth Group have?
Sage Private Wealth Group has 482 clients and manages $441 million for them, as of September 2026. They include 333 high-net-worth individuals, 146 individual clients and 2 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Sage Private Wealth Group offer?
Sage Private Wealth Group provides portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, family office services, financial planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sage Private Wealth Group charge?
Sage Private Wealth Group charges 0.40%–1.25% a year for its Portfolio management services. The fee is billed in advance and is negotiable.
Source: SAGE PRIVATE WEALTH FIRM BROCHURE 3-17-26, filed 18 September 2026
Which custodians does Sage Private Wealth Group use?
Sage Private Wealth Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $383M. 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 September 2026
How many financial advisors does Sage Private Wealth Group have?
Sage Private Wealth Group has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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
What does Sage Private Wealth Group invest in?
At the end of its last fiscal year, Sage Private Wealth Group’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% cash and equivalents, 3% investment grade corporate bonds, 3% other, 2% U.S. government and agency bonds and 1% state and local bonds. The 3% other category is described as: Annuities Or Life Insurance.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sage Private Wealth Group?
Sage Private Wealth Group’s direct owners are Khaled Taha (75% or more) and Noha El-Shareif (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Sage Private Wealth Group get paid?
Sage Private Wealth Group is paid through a percentage of assets under management. 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
How do I contact Sage Private Wealth Group?
Sage Private Wealth Group’s main office is at 18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181. Its phone number is 630-933-0000. Its website is sageprivatewealth.com.
