# Pacific Sage Partners, LLC
Source: https://planprovider.pro/provider/pacific-sage-partners-llc

> 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…

Retirement Plan Advisor

Edmonds, WA

## 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/](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

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