Craft & Sage Wealth

Overview

Craft & Sage Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm does not characterize itself as an active ESG investor and reports an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices