Saige Private Wealth

Private Wealth Managementsaigepwm.com

Saige Private Wealth is an independent Santa Barbara-based wealth management firm providing fee-based financial planning and investment advisory services to high-net-worth individuals, multigenerational families, and business owners. Founded in 2022 by former UBS advisor Antonia LaRocca, it operates within the Sanctuary Wealth advisor network.

Company typePrivate
Founded2022
HeadquartersSanta Barbara, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Saige Private Wealth does

Saige Private Wealth is an independent wealth management firm headquartered in Santa Barbara, California, founded in April 2022 by Antonia LaRocca following her departure from UBS Financial Services. The firm provides fee-based financial planning, investment advisory, and wealth management services to high-net-worth individuals, multigenerational families, business owners, and executives. Its service catalog spans comprehensive financial planning, professional investment management, retirement planning, estate and tax planning, gifting and philanthropic solutions, liquidity event management, intergenerational wealth transfer, life insurance, longevity planning, legacy planning, concentrated equity strategies, and sustainable investing.

The firm operates as a Doing Business As (DBA) of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC and is a member of the Sanctuary Wealth independent advisor network. Its technology stack is built on the eMoney financial planning platform for client-facing planning and secure document storage, with BNY Mellon Pershing serving as custodian for clearing, custody, and trade execution across more than 60 markets. The investment approach is open-architecture, selecting best-in-class products from third-party providers rather than proprietary offerings.

Revenue is generated through fee-based investment advisory services billed on an annual cadence and tailored to client circumstances. The firm operates with a team of three professionals and a high-touch, advisory-led go-to-market model driven by personal referrals, professional networks, and content marketing through its website and Wealth Corner blog. It maintains a single physical office in Santa Barbara serving clients primarily in California, with the founder's CPA, Master's in Taxation, and ongoing Master's in Gerontology studies forming the basis of a tax-aware, longevity-oriented planning approach.

Saige Private Wealth firmographics

Firmographics

Name: Saige Private Wealth
Legal name: Sanctuary Securities, Inc.
Website: https://saigepwm.com
Company type: Private
Founded year: 2022
Operating status: Operating
Headcount range: 1–10 employees
Short description: Saige Private Wealth is an independent Santa Barbara-based wealth management firm providing fee-based financial planning and investment advisory services to high-net-worth individuals, multigenerational families, and business owners. Founded in 2022 by former UBS advisor Antonia LaRocca, it operates within the Sanctuary Wealth advisor network.
Ownership category
akta.pro rank

Saige Private Wealth industry classification

Industry

Product category: Private Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries: Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

Wealth management services
Investment advisory
Financial planning
Retirement planning
Estate planning

Where Saige Private Wealth is headquartered

Location

Headquarters

HQ city: Santa Barbara
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Saige Private Wealth business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Investment Advisory Services: Fee-based investment advisory services providing comprehensive financial planning and wealth management to high-net-worth clients. The firm acts as a Registered Investment Adviser and provides objective advice tailored to individual client circumstances.

Pricing tiers

Model	Billing	Price
Other	Annual	Custom fee-based advisory services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Saige Private Wealth product offering

Product offering

Core offering

Saige Private Wealth is an independent wealth management firm providing fee-based investment advisory and comprehensive financial planning services to high-net-worth individuals, families, business owners, and executives. Core offerings include financial planning, professional open-architecture investment management, retirement planning, estate and tax planning, multigenerational wealth transfer, liquidity event management, longevity planning, philanthropic solutions, and sustainable investing, delivered through the eMoney planning platform with assets custodied at BNY Mellon Pershing.

Product overview

Saige Private Wealth is an independent wealth management firm offering a holistic, integrated approach to financial planning. The firm operates through a core financial planning platform enhanced by multiple specialized service modules including Professional Investment Management (open architecture), Retirement Planning, Estate and Tax Planning, Gifting and Philanthropic Solutions, Liquidity Event Management, Inter-Generational Wealth Transfer, Life Insurance, Longevity Planning, Legacy Planning, Concentrated Equity Strategies, and Sustainable Solutions. The firm delivers these services using eMoney planning software and operates within the Sanctuary Wealth advisor network.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning
Professional Investment Management
Retirement Planning
Estate and Tax Planning

Companies that use Saige Private Wealth

Customer profile

Segments2 records

Ideal customer profiles2 records

Saige Private Wealth technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Saige Private Wealth partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

Sanctuary WealthcoreGTM or Marketing Partner · 18 April 2022Saige Private Wealth is part of the Sanctuary Wealth network, a platform for independent advisors that provides access to investment research, financial tools, standardized processes, compliance support, cybersecurity programs, and a community of like-minded elite independent financial advisors. Sanctuary also provides access to limited private equity offerings unavailable through other advisory firms.
BNY Mellon PershingcoreTechnology or Integration · 18 April 2022BNY Mellon Pershing serves as the custodian for client assets. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets. Pershing is owned by BNY Mellon, the longest-standing operating bank in the U.S. at over 235 years old, with over $41 trillion in assets under custody.
eMoneycoreTechnology or Integration · 18 April 2022The firm uses eMoney advanced planning software for interactive financial planning, providing clients and the team with real-time views of complete financial pictures including assets held at other firms. eMoney also offers a secure 'Vault' for storing important documents such as trusts, wills, tax filings, and insurance documents.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Saige Private Wealth competitors and assessment

Company assessment

Direct peers

Hightower Advisors: Hightower is a leading partnership model for independent RIAs serving HNW and UHNW clients with comprehensive wealth management, estate, and tax planning. Comparable to Saige in advisor-led, open-architecture model, though significantly larger in scale and geographic reach.
Buckingham Wealth Partners: Buckingham is an independent RIA partnership providing comprehensive financial planning, tax, and investment management to HNW families. Similar in client focus and holistic service model, with a comparable partnership-style structure to Sanctuary's network.
Focus Financial Partners: Focus is a partnership of independent, fiduciary wealth management firms serving HNW clients with integrated financial planning and investment management. Closely comparable in independent RIA model serving HNW families, though substantially larger and publicly traded.
Carson Group: Carson Group is a partnership platform supporting independent financial advisors serving HNW and mass-affluent clients with holistic wealth management, coaching, and back-office support. Comparable to Saige in advisor-led RIA model and holistic planning approach.
Sanctuary Wealth: Saige Private Wealth operates as a DBA under Sanctuary Securities and Sanctuary Advisors, making Sanctuary Wealth its parent network and most direct structural peer. Sanctuary is a partnership platform for independent advisors serving HNW clients with similar open-architecture, holistic wealth management offerings.
Mariner Wealth Advisors: Mariner is an independent RIA providing comprehensive financial planning, investment management, tax, and estate services to HNW families. Shares Saige's holistic, advisor-led model with broader scale and national footprint.

Broad incumbents

LPL Financial: LPL is the largest independent broker-dealer in the U.S., supporting thousands of independent advisors serving HNW and mass-affluent clients with wealth management, planning, and custodial services. Comparable in serving independent advisor practices but at vastly greater scale and breadth.
Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., providing comprehensive financial planning and investment management to HNW and mass-affluent households. Comparable in holistic planning model but with vastly larger scale, technology infrastructure, and brand.
Commonwealth Financial Network: Commonwealth is a large independent broker-dealer and RIA platform supporting independent advisors serving HNW clients with comprehensive wealth management. Comparable as a host platform for independent advisor practices, though substantially larger than Saige.
Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW individuals and families. Comparable in holistic HNW planning model but with significantly greater scale, geographic reach, and breadth of services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Saige Private Wealth financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Saige Private Wealth leadership team

Management profile

Number of profiles

Profiles3 records

Saige Private Wealth funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Saige Private Wealth M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Saige Private Wealth

What does Saige Private Wealth do?

Is Saige Private Wealth a public or private company?

Saige Private Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Saige Private Wealth founded?

Saige Private Wealth was founded in 2022. It employs 1 to 10 people.

Where is Saige Private Wealth based?

Saige Private Wealth is headquartered in Santa Barbara, United States, in the North America region.

How does Saige Private Wealth make money?

One revenue line is on record: investment Advisory Services.

Who are Saige Private Wealth's main competitors?

Direct peers on record are Hightower Advisors, Buckingham Wealth Partners, Focus Financial Partners, Carson Group, Sanctuary Wealth and Mariner Wealth Advisors. Broad incumbents are LPL Financial, Edelman Financial Engines, Commonwealth Financial Network and Creative Planning.

Does Saige Private Wealth have an API?

No public API is recorded for Saige Private Wealth.

What industry is Saige Private Wealth in?

Saige Private Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.