Investment adviser · CRD 143562
SAGEVEST WEALTH MANAGEMENT
Investment adviser filing (IA)
SAGE FINANCIAL MANAGEMENT GROUP, INC.
MCLEAN, VA, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $423M Form ADV · Item 5.F
- Client accounts
- 475 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 115 | $408,904,461 | 96.6% |
| Individuals | 35 | $14,330,137 | 3.4% |
Filing source
Form ADV 2113225 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1320 OLD CHAIN BRIDGE ROAD, SUITE 250MCLEAN, VA, 22101, United States
CRD 143562
Filing source
Form ADV 2113225 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.