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Sagemark Wealth Managment, LLC (Kirkland)


Sagemark Wealth Managment, LLC is a large advisory firm based in Kirkland. It manages $278 million of regulatory assets for 1,000 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Florida, Texas, and Washington.

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Sagemark Wealth Managment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sagemark Wealth Managment: assets under management

The assets under management (AUM) of Sagemark Wealth Managment, LLC is $278 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $265 million in discretionary accounts and $13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $866.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sagemark Wealth Managment, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kirkland

The principal office where Sagemark Wealth Managment, LLC performs its advisory services is located at 11400 98 Th Avenue Ne, Suite 301, Kirkland, WA 98033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-820-1769 or by fax 425-820-1973. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.sagemarkwealth.com.


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