Sage A. Vincent
Professional summary
Sage Aliyah Vincent, who also goes by Sage Aliyah Wilson, is a registered financial advisor currently at PORTSALUS WEALTH MANAGEMENT located in Mission Viejo, California.
Sage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sage has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sage Aliyah Vincent's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2025 - Present
PORTSALUS WEALTH MANAGEMENT
Office #1: 27201 Puerta Real Suite 300, Mission Viejo, CA 92691State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2025)
(8/25/2025)
Current Firm
PORTSALUS WEALTH MANAGEMENT
CRD#: 327857 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 49,766,245 |
Red Flags
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