Sagevest Wealth Management
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 143562
- Registered since
- March 30, 2007
- Website
- www.sagevestwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.61%
- Individuals3.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sagevest Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 2007. The firm serves individual and family clients and positions itself as a capital allocator that blends portfolio management with financial planning. Advisory offerings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, advisory services for institutions or businesses, manager selection, and educational seminars. Its fee model combines a percentage-of-AUM charge with the option for hourly fees. Sagevest does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Catherine Fellows-jaquette
Chief Compliance OfficerCRD 8257549
Contacts
3 of 4
Jennifer Myers
PresidentCRD 2908448
Anthony Matteo
Financial AdvisorCRD 6809446
Iram Amir
Financial AssociateCRD 7380735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$333M in ETFs
97%
$323M
0%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $51.7M | 670,494 | 15.55% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1320 Old Chain Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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