Sage Wealth Partners

What changed

Led Houston's Sage Wealth Partners, a $700M team producing $4.8M in revenue, from J.P. Morgan Advisors to Rockefeller.

Reported / discovered

Oct 23, 2026

Effective

Not reported

New role

Advisor and team leader

Previous role

Not reported

Market

Houston, TX

Reported book

$700M

Reported team size

Not disclosed

Named people

3

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.