Sage Mountain Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 322921
- Website
- sagemountainwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.55%
- Charitable Organizations38.51%
- HNWI10.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sage Mountain Wealth Management is an independent, individually owned LLC that provides fee-based advisory services primarily to individuals, families and some institutional clients. The firm concentrates on financial planning and portfolio management for individuals and small businesses, operating on a percentage-of-AUM fee model. According to its filings the adviser is not an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Other5%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Aaron Flores
Founder and OwnerCRD 7605995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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