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SAGEVEST WEALTH MANAGEMENT
Legal name: SAGE FINANCIAL MANAGEMENT GROUP, INC.
CRD 143562File 801-67703
APPROVED
Retail clients
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$423.2M
Below cohort median (national)
Discretionary AUM
$423.2M
Clients
150
475 accounts
Employees
6
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 30, 2007
- Principal office
- 1320 OLD CHAIN BRIDGE ROAD, SUITE 250, MCLEAN, VA, 22101
- Phone
- (703) 992-7650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $423.2M
- Discretionary AUM
- $423.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 475
- Non-discretionary accounts
- 0
- Total accounts
- 475
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 115 | $408.9M |
| Individuals (other than high net worth individuals) | 35 | $14.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 132 | 150 | increased by18 |
| Apr 1, 2026 | AUM | $358,501,012 | $423,234,598 | increased by$64,733,586 |
| Apr 1, 2026 | Accounts | 534 | 475 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 113 | 132 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $297,681,010 | $358,501,012 | increased by$60,820,002 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 401 | 534 | increased by133 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 114 | 113 | decreased by1 |
| Apr 1, 2022 | AUM | $262,566,925 | $297,681,010 | increased by$35,114,085 |
| Apr 1, 2022 | Accounts | 114 | 401 | increased by287 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGEVEST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGEVEST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.