Joshua Gabriel Youel
Investment adviser representative at Sage Private Wealth Group, LLC
13 yearsExperience
1 stateRegistered in
$440.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Sage Private Wealth Group, LLCFeb 2023 to now
- Brighthouse FinancialOct 2018 to Feb 2023
- Motorola SolutionsAug 2017 to Sep 2018
- Lasalle Investment Management IncDec 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sage Private Wealth Group, LLC
$440.8MAssets managed
482Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6064283
- Firm CRD
- 173399