Sagevest Wealth Management

Sagevest Wealth Management (CRD# 143562) is a financial advisory firm headquartered in Mclean, VA. They manage $300,646,604 in 426 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1320 Old Chain Bridge Road, Suite 250, Mclean, VA 22101
https://www.kidsfinancialeducation.com/
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $705,743
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Sagevest Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Noah Gabriel-Landis, financial advisor Mclean VA
Noah Gabriel-Landis
CRD#: 5141396
1320 Old Chain Bridge Road, Suite 250, Mclean, VA 22101

Noah Gabriel-Landis (CRD# 5141396) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 17 years of experience in the finance industry.

2
Susan Hamilton, financial advisor Mclean VA
Susan E. Hamilton
CRD#: 1833777
1320 Old Chain Bridge Road, Suite 250, Mclean, VA 22101

Susan Hamilton (CRD# 1833777) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 35 years of experience in the finance industry.

3
Daniel Serra, financial advisor Bethesda MD
Daniel Serra
CRD#: 5525135
Bethesda, MD

Daniel Serra (CRD# 5525135) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 8 years of experience in the finance industry. Daniel Serra 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 putclients' interests first and comply with the Financial Planning Practice Standards.

4
Iram Amir, financial advisor Mclean VA
Iram M. Amir
CRD#: 7380735
1320 Old Chain Bridge Road, Suite 250, Mclean, VA 22101

Iram Amir (CRD# 7380735) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has 1 year of experience in the finance industry.

5
Anthony Matteo, financial advisor Mclean VA
Anthony W. Matteo
CRD#: 6809446
1320 Old Chain Bridge Rd, Suite 250, Mclean, VA 22101

Anthony Matteo (CRD# 6809446) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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