Member/chief Strategy Officer · Sage Private Wealth Group, LLC
Noha El-Shareif
CRD 6275416 · Named on Form ADV at one SEC-registered adviser
At a glance
Sage Private Wealth Group, LLC, an SEC-registered wealth manager based in Oakbrook Terrace, IL with $441 million in regulatory assets, lists Noha El-Shareif on its Form ADV as Member/chief Strategy Officer, a control person.
Firms and roles
- Sage Private Wealth Group, LLCMember/chief Strategy OfficerWealth manager · Oakbrook Terrace, IL · $441M in regulatory assets
AtlasMembers
Noha’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.
Colleagues named on the same filings
- Khaled A. TahaManaging Member, Sage Private Wealth Group, LLC
- Christy J. FabianChief Compliance Officer, Sage Private Wealth Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Noha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.