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SAGEVEST WEALTH MANAGEMENT
SAGE FINANCIAL MANAGEMENT GROUP, INC.
CRD 143562 · SEC 801-67703
1320 OLD CHAIN BRIDGE ROAD, SUITE 250, MCLEAN, VA, 22101, United States
Phone
(703) 992-7650
Fax
(703) 991-7609
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.2M
Discretionary AUM
$423.2M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $14.3M |
| High net worth individuals | 115 | $408.9M |
States served
DC, MD, NJ, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD