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Khaled Awad Taha

Sage Private Wealth Group, LLC

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About Khaled Awad Taha

Khaled Awad Taha is a financial advisor with Sage Private Wealth Group, LLC. Khaled has been in the financial services industry for over 20 years. Khaled specializes in portfolio management for individuals and businesses. Khaled is registered with the state of Illinois. Khaled has a bachelor's degree in Business Administration and is a Certified Financial Planner. Khaled also has a Master's Degree in Taxation. Khaled is a member of the National Association of Personal Financial Advisors (NAPFA).

Firm Information

Khaled Taha 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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Khaled Taha’s Registration & Firm History

IL

11/16/2020 - Present

Sage Private Wealth Group, LLC (OAKBROOK TERRACE IL)

IL

10/28/2011 - 10/05/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)

IL

01/29/2002 - 10/31/2011

EDWARD JONES (WHEATON IL)

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Licenses & Designations

BOTH

Issued 02/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2024

Series 24 - General Securities Principal Examination

BC

Issued 06/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Khaled Awad Taha.
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