Overview
Assets Under Management: $359 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Frequently Asked Questions
SAGEVEST WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143562), SAGEVEST WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SAGEVEST WEALTH MANAGEMENT is headquartered in MCLEAN, VA.
SAGEVEST WEALTH MANAGEMENT serves 102 high-net-worth clients according to their SEC filing dated November 07, 2025. View client details ↓
According to their SEC Form ADV, SAGEVEST WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SAGEVEST WEALTH MANAGEMENT manages $359 million in client assets according to their SEC filing dated November 07, 2025.
According to their SEC Form ADV, SAGEVEST WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.41
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 143562
Filing ID: 2025638
Last Filing Date: 2025-11-07 11:00:34
Website: 0