Angela Wetzig
SAGE WEALTH CONSULTING
Sarasota, FL 34240
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CRD#: 6120456
Professional summary
Angela Wetzig, CFP®, who also goes by Angela Sue Wentz, Angela Wentz, Angela Wetzig, is a registered financial advisor currently at SAGE WEALTH CONSULTING, LLC located in Sarasota, Florida.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Angela has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
About Angela Wentz, CFP®, MRFC
As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their ideal lifestyle while navigating changing financial circumstances and priorities. Outside of the office, I enjoy boating, walking the beach, and practicing yoga. I am passionate about a healthy lifestyle and dabble in preparing vegan and vegetarian dishes. I am a member of Bayside Community Church, and volunteer through Junior League. At Hollins University, I was co-captain of the golf team and rode for the equestrian team. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I’ve always enjoyed trivia and play at the Longboat Key Club. If you see me at the beach or farmer’s market, please say hello!
Professional Accreditations & Education
CERTIFIED FINANCIAL PLANNER™
Master Registered Financial Consultant
FINRA Series 66
2-15 Life, Heath and Variable Insurance License
Acquired the FINRA Series 7, inactive
Hollins University, Virginia, B.A. in Business Communications & Technology
Industry Involvement
FPA Financial Planning Association Member
IARFC International Association of Registered Financial Consultants Member
CFP Certified Financial Planner Board of Standards Member
NAPFA National Association of Professional Financial Advisors Member
Community Involvement
Bayside Community Church Member
Junior League of Sarasota Member
2018 Fund Development Committee of Junior League of Sarasota
Question & Answer
What are your service offerings?
Investment Planning
Small Business Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Business Owners
Charitable Giving
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Angela Sue Wentz | Angela Wentz | Angela Wetzig
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Angela Wentz is an independent contractor in the capacity of a real estate agent for Premier Sotheby's International Realty, 50 Central Avenue, Suite 110, Sarasota, FL, 34236. This activity accounts for less than 10 hours per week during securities trading hours. Position effective 1/1/2021 to present.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Wetzig's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
January 16, 2019 - Present
SAGE WEALTH CONSULTING, LLC
Office #1: 6151 Lake Osprey Drive Suite 300, Sarasota, FL 34240RIA
CRD#: 298912
Sarasota, FL
Past
April 13, 2017 - April 13, 2018
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
VENICE, FL
Past
April 13, 2017 - April 13, 2018
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
VENICE, FL
Past
March 11, 2015 - March 24, 2017
SEQUOIA FINANCIAL GROUP, L.L.C.
RIA
CRD#: 117756
Tampa, FL
Past
March 31, 2014 - December 15, 2015
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/16/2019)
IAR
Texas(8/7/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SAGE WEALTH CONSULTING, LLC
SAGE WEALTH CONSULTING, LLC
CRD#: 298912 / SEC#:
Florida
Registered Investment Advisory firm - (1/16/2019 Approved)Texas
Registered Investment Advisory firm - (8/6/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6151 Lake Osprey Drive Suite 300, Sarasota, FL 34240
Mailing Address
Phone number
(941) 500-3660
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 9,488,134 |
Red Flags
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