Sagevest Wealth Management

RIASEC RegisteredEst. 2007
Total AUM
$423M
Discretionary
$423M
100% of AUM
Avg account
$891K
Accounts
475
Employees
6
Advisory reps
5

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

FINTRX

Overview

Sagevest Wealth Management is an independent SEC-registered investment adviser, operating as a corporation and owned by an individual. The firm has been registered since 2007 and positions itself as a capital allocator for individual and family clients. Its fee model combines a percentage-of-AUM charge with hourly fees for some services. The firm’s advisory capabilities include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Sagevest also performs selection of other advisers and runs educational seminars and workshops. It does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Exchange Traded Equities 3%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%93%
  • Public Funds/Mutual Funds93%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • Catherine Fellows-jaquette

    Chief Compliance OfficerCRD 8257549

Contacts

3 of 4
  • Jennifer Myers

    Jennifer Myers

    PresidentCRD 2908448

  • Anthony Matteo

    Anthony Matteo

    Financial AdvisorCRD 6809446

  • Iram Amir

    Iram Amir

    Financial AssociateCRD 7380735

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$373M in ETFs

Passive

97%

$362M

Active

0%

$11.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$55.2M73,70214.81%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Ravenswood Partners LP

RIA

Mclean, VA

AUM $436MTEAM 5REPS 4

Alexander Randolph Advisory Inc

RIA

Mclean, VA

AUM $404MTEAM 5REPS 2

4j Wealth Management, LLC

RIA

Mclean, VA

AUM $348MTEAM 4REPS 4

Advisors Financial, Inc.

RIA

Mclean, VA

AUM $321MTEAM 7REPS 6

Olio Financial Planning

RIA

Mclean, VA

AUM $601MTEAM 14REPS 11

KAH Capital Management, LLC

RIA

Mclean, VA

AUM $605MTEAM 8REPS 3
More RIAs in Mclean →All Virginia RIAs →