Sagebrush Wealth Partners

Overview

Sagebrush Wealth Partners is organized as a limited liability company and operates as an independent registered investment adviser serving individuals and families. The firm’s business model centers on financial planning and portfolio management for individual clients and small businesses. Its stated fee arrangements include percentage-of-assets-under-management billing and fixed fees. The advisor does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not listed as a capital allocator or pension consultant in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives