Sagepro Wealth Management

Overview

Sagepro Wealth Management is a small, independent RIA focused on advising individual and family clients. The firm structures fees flexibly — charging a percentage of assets under management, hourly fees, fixed fees and offering performance-based arrangements — which indicates they work with a mix of planning engagements and asset-managed relationships. Their advisory activity centers on financial planning and portfolio management for individuals and small businesses, and they operate as an owner-led, single-office practice rather than a multi-state or institutional allocator. Investment preferences skew toward equities, with a notable tilt into positions that are not listed on public exchanges. Given the concentration in non-exchange traded equity holdings, portfolio construction looks to include direct equity stakes or privately negotiated positions alongside more traditional liquid investments. The firm does not describe itself as an active ESG investor and reports no status as a capital allocator to outside co-investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices