Investment adviser · CRD 323565
CRAFT & SAGE WEALTH
Investment adviser filing (IA)
CRAFT & SAGE WEALTH, LLC
KANSAS CITY, MO, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $307M Form ADV · Item 5.F
- Client accounts
- 1,408 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 144 | $203,447,106 | 66.3% |
| Individuals | 380 | $87,191,617 | 28.4% |
| Retirement plans | 7 | $16,135,686 | 5.3% |
Filing source
Form ADV 2125973 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2500 SUMMIT STREET, #103KANSAS CITY, MO, 64108, United States
CRD 323565
Filing source
Form ADV 2125973 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.