SAAGA
SEC RegisteredFamily Enterprise = Family Office + Family Business + Family Wealth
About the firm
SAAGA is a Family Enterprise Advisory firm offering full-fledged Single Family Office services to help clients preserve and grow their family wealth, business, and relationships. Anchored in experience in wealth management, corporate finance, and behavioral science, the firm addresses both financial and emotional wealth through governance and advisory services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-fledged Single Family Office services including wealth control, financial wisdom across liquid assets, real estate, direct investments, real assets, and family business, as well as family governance guidance for Board of Directors, Investment Committee, Family Council, and Management Committee.
Who they serve
Families managing a Family Enterprise, including those with a Family Office, Family Business, and Family Wealth
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 22 | $717M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAAGA has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.