What departments does Sage Mountain Advisors have?

Sage Mountain Advisors has employees across 4 departments including Operations, Finance, Administrative, Analytics.

What is the largest department at Sage Mountain Advisors?

The largest department at Sage Mountain Advisors is Operations with 4 employees.

Where are Sage Mountain Advisors employees located globally?

Sage Mountain Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Sage Mountain Advisors's team size changed over time?

Sage Mountain Advisors's team has grown from approximately 28 to 31 employees based on available data.

Sage Mountain Advisors Employee Directory

Q: Who are Sage Mountain Advisors's key employees and leadership?

Sage Mountain Advisors's key employees include: Founder/Chief Executive Officer: S. M. N., Chief Compliance Officer & Chief Operating Officer: W. I., Chief Operating Officer And Partner: B. Y., Vice President Of Operations: D. P., Vice President Of Portfolio Management: A. E..

Financial ServicesGeorgia, United States11-50 Employees

Sage Mountain is an all-inclusive wealth management firm and alternative investing community.  We provide concierge-level service dedicated to protecting and enhancing a family's net worth for this generation and the next.

Find Sage Mountain Advisors employees' phone numbers or email addresses

Sage Mountain Advisors Global Highlights

North America
39

United States Of America
39

Sage Mountain Advisors's Leadership

W. I.
Chief Compliance Officer & Chief Operating Officer
Mobile Phone
Email
B. Y.
Chief Operating Officer And Partner
Mobile Phone
Email
D. P.
Vice President Of Operations
Mobile Phone
Email
A. E.
Vice President Of Portfolio Management
Mobile Phone
Email
S. M. N.
Founder/Chief Executive Officer
Mobile Phone
Email
T. C.
Co-Founder & Chief Investment Officer
Mobile Phone
Email
C. P.
Partner And Wealth Advisor
Mobile Phone
Email
A. P.
Partner
Mobile Phone
Email

Sage Mountain Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Entrepreneurship
Other
Legal

Contact profiles from Sage Mountain Advisors

Name

Title

Contact Info

Location

Last Update

W. I.
Chief Compliance Officer & Chief Operating Officer
Mobile Phone
Email
United StatesGeorgia
Mar 18, 2026
C. P.
Partner And Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Mar 25, 2026
S. M. N.
Founder/Chief Executive Officer
Mobile Phone
Email
United StatesGeorgia
Mar 26, 2026
A. P.
Partner
Mobile Phone
Email
United StatesGeorgia
Mar 26, 2026
T. C.
Co-Founder & Chief Investment Officer
Mobile Phone
Email
United StatesGeorgia
Mar 24, 2026
B. Y.
Chief Operating Officer And Partner
Mobile Phone
Email
United StatesGeorgia
Mar 18, 2026
M. B.
Partner
Mobile Phone
Email
United StatesGeorgia
Mar 03, 2026
W. T.
Partner And Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Jan 28, 2026
B. H.
Managing Partner | Director Of Finance & Operations
Mobile Phone
Email
United StatesOregon
Mar 31, 2026
C. M.
Owner
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025

Frequently Asked Questions

What is Sage Mountain Advisors known for?

Sage Mountain Advisors was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 945 East Paces Ferry Road Northeast Atlanta, Georgia United States. Explore Sage Mountain Advisors's company overview page for more information.

What is Sage Mountain Advisors's most common email format?

Sage Mountain Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sage Mountain Advisors email formats with LeadIQ.

How many employees does Sage Mountain Advisors have currently?

Sage Mountain Advisors has approximately 33 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Sage Mountain Advisors's key employees and leadership?

As of March 2026, Sage Mountain Advisors's key employees include:

Chief Compliance Officer & Chief Operating Officer: W. I.
Chief Operating Officer And Partner: B. Y.
Vice President Of Operations: D. P.
Vice President Of Portfolio Management: A. E.
Founder/Chief Executive Officer: S. M. N.

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