Sagevest Wealth Management

Sagevest Wealth Management (CRD# 143562) is a financial advisory firm headquartered in Mc Lean, VA. They manage $136,591,617 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $1,751,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Sagevest Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael R. Fuhr
CRD#: 5433127
1320 Old Chain Bridge Road, Suite 250, Mc Lean, VA 22101
96
Wealthminder
score

Michael Fuhr (CRD# 5433127) is an Investment Advisor Representative working at Sagevest Wealth Management in Mc Lean, VA and has over 9 years of experience in the finance industry. Michael Fuhr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer E. Myers
CRD#: 2908448
1320 Old Chain Bridge Road, Suite 250, Mc Lean, VA 22101
96
Wealthminder
score

Jennifer Myers (CRD# 2908448) is an Investment Advisor Representative working at Sagevest Wealth Management in Mc Lean, VA and has over 19 years of experience in the finance industry. Jennifer Myers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Noah Gabriel-Landis
CRD#: 5141396
1320 Old Chain Bridge Road, Suite 250, Mc Lean, VA 22101
93
Wealthminder
score

Noah Gabriel-Landis (CRD# 5141396) is an Investment Advisor Representative working at Sagevest Wealth Management in Mc Lean, VA and has over 9 years of experience in the finance industry.

4
Ryan C. Phillips
CRD#: 5812136
1320 Old Chain Bridge Road, Suite 250, Mc Lean, VA 22101
90
Wealthminder
score

Ryan Phillips (CRD# 5812136) is an Investment Advisor Representative working at Sagevest Wealth Management in Mc Lean, VA and has over 5 years of experience in the finance industry.

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