# SageVest Wealth Management

SageVest Wealth Management is a RIA based in McLean, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** McLean, United States
- **Region:** North America
- **Address:** McLean, VA, United States
- **Assets under management:** $400 Million
- **Website:** sagevestwealth.com
- **LinkedIn:** https://www.linkedin.com/company/sagevest-wealth-management

## Regulatory record

- **CRD number:** 143562
- **SEC file number:** 801-67703
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143562

## About

SAGEVEST WEALTH MANAGEMENT is an SEC-registered investment adviser in MCLEAN, VA, registered since 2007. The firm manages approximately $423 million in regulatory assets. It has 6 employees and 4 investment advisers.

## Sectors

- Financial Services
- Wealth Management

## Questions

### Does SageVest participate in fund-of-funds or direct investments?

Public information does not confirm any direct investment activity or fund-of-funds involvement. SageVest's known role is advisory, and specific client allocation decisions are not reported.

### Where does the wealth being managed originate?

SageVest does not publicly attribute its client wealth to any specific industry or family. The firm serves a high-net-worth client base in the Washington, D.C. area, but wealth origin is not disclosed beyond that.

## Related profiles

- [Broadview Financial Management, LLC](https://altss.com/profile/broadview-financial-management-llc)
- [Smead Capital Management](https://altss.com/profile/smead-capital-management-inc)

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Last updated: 2026-07-09T00:59:35.525Z

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