SAGEVEST WEALTH MANAGEMENT

1320 Old Chain Bridge Road
Suite 250
Mclean, Virginia 22101
Tel: (703) 992-7650

About SAGEVEST WEALTH MANAGEMENT

SAGEVEST WEALTH MANAGEMENT, formally registered with the SEC as SAGEVEST WEALTH MANAGEMENT. The firm was established in 03/30/2007. They have over 1 offices throughout the country.

SAGEVEST WEALTH MANAGEMENT is a Mclean, Virginia based Financial Planning firm with nearly $300,646,604 assets under management, offering retirement planning & investment advisory services to 426 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143562
SEC#	801-67703
Assets Managed by Firm	$300,646,604
No. of Clients	426
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	426	$300,646,604
Individuals (other than high net worth individuals)	25	$21,440,124
High net worth individuals	93	$279,206,480

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