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Building 2SAGEVEST WEALTH MANAGEMENT

Map pinMCLEAN, VA
Phone(703) 992-7650
NotebookSEC #801-67703
Total AUM
$423.2M
Employees
6
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1320 OLD CHAIN BRIDGE ROAD
SUITE 250
MCLEAN
VA 22101
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(703) 992-7650

ReceiptFinancials

Total AUM
$423.2M
Accounts
475
Discretionary
$423.2M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$14.3M
HNW Individual Clients
115
AUM
$408.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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