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CRAFT&SAGE WEALTH

1535 Walnut Street
Suite 107
Kansas City, Missouri 64108
Tel: 816-436-9939

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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 StatusApproved
Firm CRD#323565
SEC#801-127993
Assets Managed by Firm$250,960,505
No. of Clients1439
No. of Advisors11

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 ClientsAUM
Firm Total1439$250,960,505
Individuals (other than high net worth individuals)306$69,070,188
High net worth individuals114$149,248,690
Pension and profit sharing plans5$10,701,667
Other investment advisers1$21,939,960

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