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Edward Thomas Keating

Sage Private Wealth Group, LLC

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About Edward Thomas Keating

Edward Keating is a financial advisor with Sage Private Wealth Group, LLC. Edward has been in the industry since 2000 and holds the Chartered Financial Analyst designation. Edward has been with Sage Private Wealth Group, LLC since January 2025. Edward is also a member of the volunteer board of directors and finance, investment and scholarship committees at the Waubonsee Community College Foundation since January 2016. Edward was elected Board President in September 2020. Edward is registered to provide investment advice in Illinois.

Firm Information

Edward Keating is currently registered with Sage Private Wealth Group, LLC. Sage Private Wealth Group, LLC is an investment advisor located in Oakbrook Terrace, IL. The firm has 3 licensed agents, 8 investment advisor representatives, and 13 individuals with investment advisory functions. Sage Private Wealth Group, LLC manages approximately $364,442,106 in regulatory assets under management. The firm primarily serves individuals, with 101 high-net-worth clients and 284 individuals other than high-net-worth. The firm also provides portfolio management services for businesses. They offer financial planning and family office services.
Sage Private Wealth Group, LLC

18W140 BUTTERFIELD ROAD, SUITE 1160

OAKBROOK TERRACE, IL 60181

$364.44M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Keating’s Registration & Firm History

IL

01/13/2025 - Present

Sage Private Wealth Group, LLC (OAKBROOK TERRACE IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Thomas Keating.
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