SAGE WEALTH MANAGEMENT, INC.

SARATOGA SPRINGS, New York·2 registered advisors·CRD# 112793
SEC# 801-57996518-583-4000
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: SELECTION & MONITORING FEES UTILIZING SAWTOOTH ASSET MANAGEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGE WEALTH MANAGEMENT, INC.

2 registered advisors
Jason Harry Kurchner
SARATOGA SPRINGS, New York
Rebecca Cerrone Freeman
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
2 advisors

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Data sourced from SEC Form ADV filings. SAGE WEALTH MANAGEMENT, INC. (CRD# 112793) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.