Active
SAGEVEST WEALTH MANAGEMENT
Investment Advice|MCLEAN, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$358.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 358.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 143562 |
| SEC Number | 801-67703 |
| Street Address | 1320 OLD CHAIN BRIDGE ROAD |
| Street Address 2 | SUITE 250 |
| Location | MCLEAN, VA 22101 |
| Country | United States |
| Phone | (703) 992-7650 |
| Fax | (703) 991-7609 |
| Total Employees | 6 |
Client Count by Type (132 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 102 |
| Individuals (other than H… | 30 |
Community Partners
CITY OF FAIRFAX
COUNTY OF FAIRFAX
TOWN OF CLIFTON
TOWN OF HERNDON
TOWN OF VIENNA
CITY OF FAIRFAX
COUNTY OF FAIRFAX
TOWN OF CLIFTON
TOWN OF HERNDON
TOWN OF VIENNA
CITY OF FAIRFAX
COUNTY OF FAIRFAX
TOWN OF CLIFTON
TOWN OF HERNDON
TOWN OF VIENNA
Municipal Government
5 Active
5
Organizations
COUNTY OF FAIRFAX PARK AUTHORITY
FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY
FAIRFAX COUNTY REDEVELOPMENT
NORTHERN VIRGINIA REGIONAL PARK AUTHORITY
NORTHERN VIRGINIA SOIL AND WATER CONSERVATION DISTRICT
NORTHERN VIRGINIA TRANSPORTATION AUTHORITY
COUNTY OF FAIRFAX PARK AUTHORITY
FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY
FAIRFAX COUNTY REDEVELOPMENT
NORTHERN VIRGINIA REGIONAL PARK AUTHORITY
NORTHERN VIRGINIA SOIL AND WATER CONSERVATION DISTRICT
NORTHERN VIRGINIA TRANSPORTATION AUTHORITY
COUNTY OF FAIRFAX PARK AUTHORITY
FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY
FAIRFAX COUNTY REDEVELOPMENT
NORTHERN VIRGINIA REGIONAL PARK AUTHORITY
NORTHERN VIRGINIA SOIL AND WATER CONSERVATION DISTRICT
NORTHERN VIRGINIA TRANSPORTATION AUTHORITY
Special District
6 Active
6
Organizations
FAIRFAX CO SCHS
FAIRFAX CO SCHS
FAIRFAX CO SCHS
School District
1 Active
1
Organizations
021 LONG BEACH CHAPTER
10P FOUNDATION
123 Club
1455 INC
16220 OC OF GREATER VIENNA VA INC
1 AKRON-CLEVELAND CHAPTER
2080 ALLIANCE
21 WILBERFORCE GLOBAL FREEDOM CENTER
2639 LAURA RATCLIFF
2C8 CORPORATION
2SEEDS NETWORK INC
2UNSTOPPABLE
304 PENNSYLVANIA AVENUE CORPORATION
36&
3-A Sanitary Standards Inc
4 A RAINY DAY
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4 KIDS INTERNATIONAL INC
4 POSITIVE CHOICES INC
4 PUBLIC EDUCATION
021 LONG BEACH CHAPTER
10P FOUNDATION
123 Club
1455 INC
16220 OC OF GREATER VIENNA VA INC
1 AKRON-CLEVELAND CHAPTER
2080 ALLIANCE
21 WILBERFORCE GLOBAL FREEDOM CENTER
2639 LAURA RATCLIFF
2C8 CORPORATION
2SEEDS NETWORK INC
2UNSTOPPABLE
304 PENNSYLVANIA AVENUE CORPORATION
36&
3-A Sanitary Standards Inc
4 A RAINY DAY
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4 KIDS INTERNATIONAL INC
4 POSITIVE CHOICES INC
4 PUBLIC EDUCATION
021 LONG BEACH CHAPTER
10P FOUNDATION
123 Club
1455 INC
16220 OC OF GREATER VIENNA VA INC
1 AKRON-CLEVELAND CHAPTER
2080 ALLIANCE
21 WILBERFORCE GLOBAL FREEDOM CENTER
2639 LAURA RATCLIFF
2C8 CORPORATION
2SEEDS NETWORK INC
2UNSTOPPABLE
304 PENNSYLVANIA AVENUE CORPORATION
36&
3-A Sanitary Standards Inc
4 A RAINY DAY
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4 KIDS INTERNATIONAL INC
4 POSITIVE CHOICES INC
4 PUBLIC EDUCATION
Nonprofit Organization
4826 Active
4826
Organizations
Community Partners62 organizations
CITY OF FAIRFAX
Municipal Government·FAIRFAX
TOWN OF CLIFTON
Municipal Government·CLIFTON
TOWN OF HERNDON
Municipal Government·HERNDON
COUNTY OF FAIRFAX PARK AUTHORITY
Special District·FAIRFAX
FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY
Special District·VIENNA
FAIRFAX COUNTY REDEVELOPMENT
Special District·FAIRFAX
NORTHERN VIRGINIA REGIONAL PARK AUTHORITY
Special District·FAIRFAX STATION
NORTHERN VIRGINIA SOIL AND WATER CONSERVATION DISTRICT
Special District·FAIRFAX
021 LONG BEACH CHAPTER
Nonprofit Organization·McLean
10P FOUNDATION
Nonprofit Organization·RESTON
123 Club
Nonprofit Organization·FAIRFAX
1455 INC
Nonprofit Organization·RESTON
16220 OC OF GREATER VIENNA VA INC
Nonprofit Organization·VIENNA
1 AKRON-CLEVELAND CHAPTER
Nonprofit Organization·Reston
2080 ALLIANCE
Nonprofit Organization·RESTON
21 WILBERFORCE GLOBAL FREEDOM CENTER
Nonprofit Organization·FALLS CHURCH
2639 LAURA RATCLIFF
Nonprofit Organization·Vienna
2C8 CORPORATION
Nonprofit Organization·FALLS CHURCH
2SEEDS NETWORK INC
Nonprofit Organization·Falls Church
2UNSTOPPABLE
Nonprofit Organization·Fairfax
304 PENNSYLVANIA AVENUE CORPORATION
Nonprofit Organization·MCLEAN
36&
Nonprofit Organization·Falls Church
3-A Sanitary Standards Inc
Nonprofit Organization·McLean
4 A RAINY DAY
Nonprofit Organization·Fairfax
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairfax
4 KIDS INTERNATIONAL INC
Nonprofit Organization·Vienna
4 POSITIVE CHOICES INC
Nonprofit Organization·Fairfax
4 PUBLIC EDUCATION
Nonprofit Organization·falls church
4TH AND 43
Nonprofit Organization·Mclean
5TH PILLAR
Nonprofit Organization·Vienna
73RD BOMB WING ASSOCIATION
Nonprofit Organization·Fairfax
7503410 DMV TOASTLERS
Nonprofit Organization·Reston
7 BENEFIT LTD
Nonprofit Organization·Reston
88-YEAR PLAN FOR GLOBAL WARMING PREVENTION
Nonprofit Organization·Falls Church
A2Z P2P
Nonprofit Organization·Fairfax
AAPC Foundation
Nonprofit Organization·McLean
ABCI INSTITUTE-BRAZILIAN INTERNATIO NAL TRADE SCHOL
Nonprofit Organization·RESTON
ABDOLHOSSEIN AND GUITTY EJTEMAI
Nonprofit Organization·VIENNA
ABEBAYOSH MOVE ME CORP
Nonprofit Organization·RESTON
ABLE KUNG FU
Nonprofit Organization·Vienna
ABOLISH CHILD TRAFFICKING NOW INC
Nonprofit Organization·VIENNA
ABRACE INC - BRAZILIAN ASSOCIATION OF CULTURE AND EDUCATION
Nonprofit Organization·MCLEAN
ABUSED AND HOMELESS CHILDREN'S REFUGE INC.
Nonprofit Organization·VIENNA
ABUSED & HOMELESS CHILDREN'S REFUGE
Nonprofit Organization·VIENNA
ACACIA FOUNDATION INC
Nonprofit Organization·clifton
ACADEMY FOR EATING DISORDERS
Nonprofit Organization·RESTON
ACADEMY FOR HEALTHCARE IMPROVEMENT
Nonprofit Organization·McLean
Academy of Life Sciences
Nonprofit Organization·McLean
ACADEMY OF PELVIC HEALTH PHYSICAL
Nonprofit Organization·MCLEAN
ACCELERATOR PROJECT
Nonprofit Organization·Reston
ACCESS HOPE INC
Nonprofit Organization·FAIRFAX
ACCREDITATION COMMISSION FOR AUDIOLOGY EDUCATION
Nonprofit Organization·Reston
Accreditation Council for Genetic
Nonprofit Organization·McLean
ACE GOLF
Nonprofit Organization·McLean
ACG NATIONAL CAPITAL SCHOLARSHIP FUND
Nonprofit Organization·Vienna
ACHIEVEMENT SQUARE DEVELOPMENT & TRAINING CENTERS INC
Nonprofit Organization·Fairfax
ACOD INC
Nonprofit Organization·Vienna
ACORN GARDEN CLUB
Nonprofit Organization·McLean