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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FUHR, MICHAEL, ROBERT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JENNIFER, ELISE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (8)
DC FL MD NC NJ NY TX VA
Address
1320 OLD CHAIN BRIDGE ROADSUITE 250
MCLEAN, VA 22101
United States
Phone: (703) 992-7650