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Principal, CCO, Member · Sage Wealth Planning

Ethan C. Kok

CRD 7370947 · Named on Form ADV at one SEC-registered adviser

At a glance

Sage Wealth Planning, an SEC-registered wealth manager based in Georgetown, TX with $127 million in regulatory assets, lists Ethan C. Kok on its Form ADV as Principal, CCO, Member, a control person.

Firms and roles

  • Sage Wealth PlanningPrincipal, CCO, MemberWealth manager · Georgetown, TX · $127M in regulatory assets

AtlasMembers

Ethan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ethan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.