About Pacific Sage Partners, LLC
<p>Launched as an SEC-registered RIA in March 2022, Pacific Sage Partners, LLC works from Edmonds in the Seattle metro area with a focus on fiduciary advice for individuals and families.</p> <p>Founded in June 2021, the firm is a Washington limited liability company that offers wealth management, financial planning, and investment management. Pacific Sage Partners reports $0.9B in assets under management (2026).</p> <p>For retirement plan sponsors, the firm provides 3(21) investment fiduciary services and works as a <a href="/plan-advisors">plan advisor</a> to help sponsors document and manage investment decisions. Their approach centers on clear communication and long-term client relationships built on transparency.</p> <p>One practical differentiator is the combination of personal wealth management and 3(21) plan support under one advisory firm, which can simplify coordination between a sponsor’s retirement plan and an owner’s broader financial plan.</p> <ul> <li>Type: Registered investment advisor (<a href="/plan-advisors">plan advisor</a>)</li> <li>Founded: June 2021; launched as an RIA in March 2022</li> <li>Retirement plan service: 3(21) investment fiduciary support</li> <li>Headquarters: Edmonds, Washington (Seattle area)</li> <li>Reported AUM: $0.9B (2026)</li> </ul>
Website: https://pacificsagepartners.com/
Founded: 2021
Office Locations
- Edmonds, WA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $857.8M