SAGE PRIVATE WEALTH GROUP, LLC

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UUIDb85c0670-5a93-5311-8c69-23487edc9b9f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	173399	173399	—	1.0
cik	0001845635	1845635	—	—
sec_file_number	801-119804	801-119804	—	—

Profile

Websitehttps://www.linkedin.com/company/sagepwg/

HQ CityOAKBROOK TERRACE

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)395,169,712.0
RAUM (discretionary)375,976,365.0
Actionable assets304,932,274.0
Accounts1,143.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM294,279,872.0

As of 2025-04-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CZIZEK, ANNE, CHRISTINE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017070", "owner_id": "1379550", "source": "adv_part1", "table": "Schedule_A_B"}
EL-SHAREIF, NOHA	MEMBER/CHIEF STRATEGY OFFICER	OFFICER	—	{"filing_id": "2017070", "owner_id": "6275416", "source": "adv_part1", "table": "Schedule_A_B"}
TAHA, KHALED, AWAD	MANAGING MEMBER	OFFICER	—	{"filing_id": "2017070", "owner_id": "4481128", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

CZIZEK, ANNE, CHRISTINE

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017070", "owner_id": "1379550", "source": "adv_part1", "table": "Schedule_A_B"}

EL-SHAREIF, NOHA

MEMBER/CHIEF STRATEGY OFFICER

OFFICER

—

{"filing_id": "2017070", "owner_id": "6275416", "source": "adv_part1", "table": "Schedule_A_B"}

TAHA, KHALED, AWAD

MANAGING MEMBER

OFFICER

—

{"filing_id": "2017070", "owner_id": "4481128", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/19/2025 12:07:36 PM",
  "filing_id": "2017070",
  "reg_type": "IA"
}
```

SAGE PRIVATE WEALTH GROUP, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1