Data / Investment advisers / Virginia / Sagevest Wealth Management
Sagevest Wealth Management, McLean, VA: $423 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sagevest Wealth Management is an SEC registered investment adviser with its main office in McLean, Virginia and reports $423 million in regulatory assets under management in its Form ADV filed June 15, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 143562
- SEC file number
- 801-67703
- SEC status
- Approved, effective March 30, 2007
- Legal name
- Sage Financial Management Group, Inc.
- Main office
- 1320 Old Chain Bridge Road Suite 250, McLean, VA 22101
- Phone
- (703) 992-7650
- Website
- sagevestwealth.com
- Regulatory AUM
- $423,234,598 in the Form ADV filed June 15, 2026
- Discretionary AUM
- $423,234,598
- Accounts
- 475
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 115 | $408.9 million |
| Individuals (other than high net worth individuals) | 35 | $14.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $423.2 million | March 18, 2026 |
| December 1, 2025 | $358.5 million | November 7, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aztlan Equity Management, LLC | McLean | $851.1 million | 4 | adviserinfo.sec.gov |
| Centurion Wealth Management | McLean | $786.2 million | Not listed | adviserinfo.sec.gov |
| Kah Capital Management, LLC | McLean | $605.3 million | 2 | adviserinfo.sec.gov |
| Olio Financial Planning | McLean | $600.5 million | Not listed | adviserinfo.sec.gov |
| Ravenswood Partners LP | McLean | $436.1 million | 1 | adviserinfo.sec.gov |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | Not listed | adviserinfo.sec.gov |
| 4j Wealth Management, LLC | McLean | $348.1 million | Not listed | adviserinfo.sec.gov |
| Advisors Financial, Inc. | McLean | $321.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sagevest Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.