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CRAFT&SAGE WEALTH
1535 Walnut Street
Suite 107
Kansas City, Missouri 64108
Tel: 816-436-9939
About CRAFT&SAGE WEALTH
CRAFT&SAGE WEALTH, formally registered with the SEC as CRAFT&SAGE WEALTH. The firm was established in 06/02/2023. They have over 3 offices throughout the country.
CRAFT&SAGE WEALTH is a Kansas City, Missouri based Financial Planning firm with nearly $250,960,505 assets under management, offering retirement planning & investment advisory services to 1439 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323565 |
| SEC# | 801-127993 |
| Assets Managed by Firm | $250,960,505 |
| No. of Clients | 1439 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1439 | $250,960,505 |
| Individuals (other than high net worth individuals) | 306 | $69,070,188 |
| High net worth individuals | 114 | $149,248,690 |
| Pension and profit sharing plans | 5 | $10,701,667 |
| Other investment advisers | 1 | $21,939,960 |
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|---|---|---|---|
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