SAGE FINANCIAL MANAGEMENT GROUP, INC.
Legal name: SAGEVEST WEALTH MANAGEMENT
CRD #143562 SEC #801-67703 MCLEAN, VA (703) 992-7650
SEC Registered
Total AUM
$358.5M
Discretionary
$358.5M
Employees
6
Clients
101
Accounts
534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $358.5M | $358.5M | $0 | 6 | 12 |
| Sep 2025 | $358.5M | $358.5M | $0 | 6 | 12 |
| Aug 2025 | $358.5M | $358.5M | $0 | 6 | 12 |
| Mar 2025 | $358.5M | $358.5M | $0 | 6 | 12 |
| Mar 2024 | $300.6M | $300.6M | $0 | 6 | 118 |
| Feb 2024 | $254.2M | $254.2M | $0 | 8 | 0 |
| Sep 2023 | $254.2M | $254.2M | $0 | 8 | 0 |
| Mar 2023 | $254.2M | $254.2M | $0 | 8 | 0 |
| Oct 2022 | $297.7M | $297.7M | $0 | 7 | 0 |
| May 2022 | $297.7M | $297.7M | $0 | 7 | 0 |
| Mar 2022 | $297.7M | $297.7M | $0 | 7 | 0 |
| Feb 2022 | $262.6M | $249.7M | $12.9M | 6 | 0 |
| Jan 2021 | $262.6M | $249.7M | $12.9M | 6 | 0 |
| Nov 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Nov 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Sep 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Jul 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Jun 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Feb 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Jan 2020 | $229.5M | $217.7M | $11.9M | 6 | 0 |
| Jan 2019 | $184.8M | $174.4M | $10.3M | 5 | 0 |
| Jan 2018 | $186.5M | $177M | $9.5M | 5 | 0 |
| Jan 2017 | $151.2M | $141.3M | $9.9M | 5 | 26 |
| Feb 2016 | $136.6M | $127.3M | $9.3M | 5 | 26 |
| Sep 2015 | $138.4M | $128.1M | $10.2M | 4 | 26 |
| Jan 2015 | $138.4M | $128.1M | $10.2M | 4 | 26 |
| Sep 2014 | $131.3M | $121.4M | $9.9M | 4 | 26 |
| Mar 2014 | $131.3M | $121.4M | $9.9M | 4 | 26 |
| Jan 2014 | $131.3M | $121.4M | $9.9M | 4 | 26 |
| Feb 2013 | $130.7M | $108.3M | $22.4M | 4 | 26 |
| Sep 2012 | $106.9M | $84.4M | $22.5M | 1 | 26 |
| Aug 2012 | $106.9M | $84.4M | $22.5M | 1 | 26 |
| Jun 2012 | $106.9M | $84.4M | $22.5M | 1 | 26 |
| Feb 2012 | $106.9M | $84.4M | $22.5M | 1 | 26 |
| May 2011 | $103.8M | $81.7M | $22.2M | 5 | -- |
| Jan 2011 | $84M | $69.8M | $14.2M | 5 | -- |
| Jan 2009 | $57.8M | $43.8M | $14M | 5 | -- |
| Jan 2008 | $66.5M | $49.6M | $17M | 5 | -- |
| Jun 2007 | $63.3M | $48.9M | $14.4M | 5 | -- |
| May 2007 | $63.3M | $48.9M | $14.4M | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees6
Clients12
DateSep 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees6
Clients12
DateAug 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees6
Clients12
DateMar 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees6
Clients12
DateMar 2024
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees6
Clients118
DateFeb 2024
Total AUM$254.2M
Discretionary$254.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$254.2M
Discretionary$254.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$254.2M
Discretionary$254.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$262.6M
Discretionary$249.7M
Non-Disc.$12.9M
Employees6
Clients0
DateJan 2021
Total AUM$262.6M
Discretionary$249.7M
Non-Disc.$12.9M
Employees6
Clients0
DateNov 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateNov 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateSep 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateJul 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateJun 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateFeb 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateJan 2020
Total AUM$229.5M
Discretionary$217.7M
Non-Disc.$11.9M
Employees6
Clients0
DateJan 2019
Total AUM$184.8M
Discretionary$174.4M
Non-Disc.$10.3M
Employees5
Clients0
DateJan 2018
Total AUM$186.5M
Discretionary$177M
Non-Disc.$9.5M
Employees5
Clients0
DateJan 2017
Total AUM$151.2M
Discretionary$141.3M
Non-Disc.$9.9M
Employees5
Clients26
DateFeb 2016
Total AUM$136.6M
Discretionary$127.3M
Non-Disc.$9.3M
Employees5
Clients26
DateSep 2015
Total AUM$138.4M
Discretionary$128.1M
Non-Disc.$10.2M
Employees4
Clients26
DateJan 2015
Total AUM$138.4M
Discretionary$128.1M
Non-Disc.$10.2M
Employees4
Clients26
DateSep 2014
Total AUM$131.3M
Discretionary$121.4M
Non-Disc.$9.9M
Employees4
Clients26
DateMar 2014
Total AUM$131.3M
Discretionary$121.4M
Non-Disc.$9.9M
Employees4
Clients26
DateJan 2014
Total AUM$131.3M
Discretionary$121.4M
Non-Disc.$9.9M
Employees4
Clients26
DateFeb 2013
Total AUM$130.7M
Discretionary$108.3M
Non-Disc.$22.4M
Employees4
Clients26
DateSep 2012
Total AUM$106.9M
Discretionary$84.4M
Non-Disc.$22.5M
Employees1
Clients26
DateAug 2012
Total AUM$106.9M
Discretionary$84.4M
Non-Disc.$22.5M
Employees1
Clients26
DateJun 2012
Total AUM$106.9M
Discretionary$84.4M
Non-Disc.$22.5M
Employees1
Clients26
DateFeb 2012
Total AUM$106.9M
Discretionary$84.4M
Non-Disc.$22.5M
Employees1
Clients26
DateMay 2011
Total AUM$103.8M
Discretionary$81.7M
Non-Disc.$22.2M
Employees5
Clients--
DateJan 2011
Total AUM$84M
Discretionary$69.8M
Non-Disc.$14.2M
Employees5
Clients--
DateJan 2009
Total AUM$57.8M
Discretionary$43.8M
Non-Disc.$14M
Employees5
Clients--
DateJan 2008
Total AUM$66.5M
Discretionary$49.6M
Non-Disc.$17M
Employees5
Clients--
DateJun 2007
Total AUM$63.3M
Discretionary$48.9M
Non-Disc.$14.4M
Employees5
Clients--
DateMay 2007
Total AUM$63.3M
Discretionary$48.9M
Non-Disc.$14.4M
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--