Sagevest Wealth Management
Sagevest Wealth Management is an SEC-registered wealth manager in Mclean, VA with $423.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Sagevest Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143562, SEC 801-67703, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $423.2M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- Mclean, VA
- Employees
- 6
- Clients
- 150
- CRD
- 143562
- Ownership
- MYERS, JENNIFER, ELISE; FUHR, MICHAEL, ROBERT; FELLOWS-JAQUETTE, CATHERINE, ANNE-MARY
How much AUM does Sagevest Wealth Management have?
Sagevest Wealth Management reported $423.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Sagevest Wealth Management?
Disclosed owners and executives of Sagevest Wealth Management include MYERS, JENNIFER, ELISE, FUHR, MICHAEL, ROBERT, FELLOWS-JAQUETTE, CATHERINE, ANNE-MARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.