This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$224,000Item 5.F on the latest filing (2023-01-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$224,000

Private client RAUM

$224,000derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

10

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

26

Individual clients

26

High net worth clients

0

Custody, client assets

$0

SEC number

801-126656

CRD

323174

Filings on the tape

3

First filed

Aug 30, 2022

Latest filed

Jan 31, 2023

Organised

Limited Liability Company, Delaware

• Occurred

  Aug 30, 2022
  First Form ADV filing

  Sagewell Investment Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d384e9c-b69b-dee6-cadd-dca4144b4c06

First observed

Aug 30, 2022

Last observed

Jan 31, 2023 44 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.