Angela Wetzig

Employer firm

Sage Wealth Consulting, LLC CRD 298912

$12.0M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 03/2017
  Sequoia Financial Group
  Akron, OH
• 04/2017 → 04/2018
  Fifth Third Securities
  Cincinnati, OH
• 08/2018 → Present
  Sage Wealth Consulting, Llc
  Sarasota, FL
• 05/2018 → 07/2018
  Not Employed
  Sarasota, FL

Previous Registrations

• 2017-04-13 → 2018-04-13
  Fifth Third Securities, Inc.
  Venice, FL
  Venice, FL
  Venice, FL
  Sarasota, FL
• 2015-03-11 → 2017-03-24
  Sequoia Financial Group, L.L.C.
  Akron, OH
  Tampa, FL

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-14

Designations

• Certified Financial Planner

Other Names

• Angela Sue Wentz
• Angela Wetzig
• Angela Wentz