Craft & Sage Wealth, Llc
- Regulatory AUM
- $307M
- Discretionary
- $307M
- Clients
- 531
- Avg AUM / client
- $578K
- Accounts
- 1,408
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 380 | $87.2M | 28.4% |
| High net worth individuals | 144 | $203M | 66.3% |
| Pension and profit sharing plans | 7 | $16.1M | 5.26% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Selective Site Consultants, Inc. 401 K Plan Selective Site Consultants, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Tarkington Christy | Principal, Chief Compliance Officer | CFP | Jun 2012 (14y) | 75% or more |
| Megan Marie Jewett | Minority Owner, Adviser | CFP | Jun 2012 (14y) | Less than 5% |
| Andrea Jean Wilt | Registered representative | Jun 2023 (3y) | ||
| Dustin Lynn Palmer | Registered representative | CFP | Jun 2023 (3y) | |
| Frederick Arthur Tromans | Registered representative | Jun 2023 (3y) | ||
| Ernest Fred Collyer | Registered representative | Chartered Financial Consultant | Jun 2023 (3y) | |
| Brian Olaf Gloe | Registered representative | Jul 2023 (3y) | ||
| Nicholas Randall Allen | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Selective Site Consultants, Inc. 401 K Plan | Selective Site Consultants, Inc. | 77 | $6.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Brokerage, Llc $279M (91% of AUM) Jul 2026
- Mutual Securities, Inc. $21.9M (9% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗