Sagevest Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 18, 2026, reports $423M in regulatory assets under management, 6 employees, and 475 accounts.
Assets Under Management
$423M
Employees
6
Offices
--
Total Clients
150
Primary office
MCLEAN, VA
1320 OLD CHAIN BRIDGE ROAD, SUITE 250, MCLEAN, VA, United States
Top client segmentHNWI represent 76.7% of total clients.
Top client categories% of clientsClients
1
HNWI
76.7%
115
2
Individuals
23.3%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$423Mas of March 18, 2026
Discretionary100.0%
$423M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$423M
Total Accounts475
10Y AUM Change+$272M (+179.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.