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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAGEVEST WEALTH MANAGEMENT

SAGE FINANCIAL MANAGEMENT GROUP, INC., CRD 143562

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7eebf67f-bd8e-5b06-b8a0-0751573f5858

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Feb 27, 2012 to Jun 15, 2026
38 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $423MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $423M
Private client RAUM: $423MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $106Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 475
Individual clients: 35
High net worth clients: 115
SEC number: 801-67703
CRD: 143562
Filings on the tape: 38
First filed: Feb 27, 2012
Latest filed: Jun 15, 2026
Organised: Corporation, VA
Website: sagevestwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER ELISE MYERS	Certified Financial Planner	MCLEAN, VA	19	29	1	no
Anthony Walter Matteo	Certified Financial Planner	McLean, VA	7	11	n/a	no
DANIEL A SERRA	Certified Financial Planner	Bethesda, MD \| MCLEAN, VA	4	16	3	no
Iram Mina Amir	Certified Financial Planner	MCLEAN, VA	3	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MYERS, JENNIFER, ELISE	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	03/2007	Feb 27, 2012	Mar 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$423M	$423M	6	4	0	n/a	n/a
2024	Mar 21, 2025	$359M	$359M	6	4	0	n/a	n/a
2023	Mar 19, 2024	$301M	$301M	6	4	0	n/a	n/a
2022	Mar 24, 2023	$254M	$254M	8	5	0	n/a	n/a
2021	Mar 28, 2022	$298M	$298M	7	4	0	n/a	n/a
2020	Jan 25, 2021	$263M	$250M	6	4	0	n/a	n/a
2019	Jan 31, 2020	$230M	$218M	6	4	0	n/a	n/a
2018	Jan 28, 2019	$185M	$174M	5	3	1	n/a	n/a
2017	Jan 30, 2018	$187M	$177M	5	3	1	n/a	n/a
2016	Jan 26, 2017	$151M	$141M	5	3	n/a	n/a	n/a
2015	Feb 10, 2016	$137M	$127M	5	3	n/a	n/a	n/a
2014	Jan 27, 2015	$138M	$128M	4	3	n/a	n/a	n/a
2013	Jan 27, 2014	$131M	$121M	4	3	n/a	n/a	n/a
2012	Feb 5, 2013	$131M	$108M	4	3	n/a	n/a	n/a
2011	Feb 27, 2012	$107M	$84.4M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$423M	$359M	18.1%	$254M	18.5%	6	6	0	0

Relationships

Registered with (11)

← Iram Mina AmirAdvisorregistration: current employment
Oct 21, 2022 to presentfactForm ADV
← DANIEL A SERRAAdvisorregistration: current employment
Dec 17, 2021 to presentfactForm ADV
← Anthony Walter MatteoAdvisorregistration: current employment
Sep 7, 2019 to presentfactForm ADV
← JENNIFER ELISE MYERSAdvisorregistration: current employment
May 21, 2007 to presentfactForm ADV
← Matthew AlbrittonAdvisorregistration: previous registration
Jul 29, 2020 to Dec 1, 2023factForm ADV
← RYAN CHRISTOPHER PHILLIPSAdvisorregistration: previous registration
Aug 27, 2012 to Mar 23, 2020factForm ADV
← MICHAEL FUHRAdvisorregistration: previous registration
Apr 22, 2010 to Jan 26, 2020factForm ADV
← YEVGENIY SHVETSAdvisorregistration: previous registration
Apr 25, 2018 to Sep 12, 2018factForm ADV
← Alison Leigh SegallAdvisorregistration: previous registration
Sep 13, 2011 to Sep 21, 2012factForm ADV
← Sarah MouserAdvisorregistration: previous registration
Mar 14, 2011 to Aug 16, 2011factForm ADV
← JIYON W TUMANAdvisorregistration: previous registration
Dec 19, 2007 to Oct 10, 2008factForm ADV

Controls (1)

← MYERS, JENNIFER, ELISEOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 27, 2012 to Mar 19, 2024factForm ADV

Dated events

Occurred
Dec 1, 2023
Advisor changed firm
Matthew Albritton left Sagevest Wealth Management for Amj Financial Wealth Management Llc (registered 2024-01-26)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2020
Control person left
Robert Michael Fuhr (Chief Operations Officer) no longer on Schedule A of Sagevest Wealth Management (listed 2019-01-28, absent 2020-01-31)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7eebf67f-bd8e-5b06-b8a0-0751573f5858
First observed: Feb 27, 2012
Last observed: Jun 15, 2026 3 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.

SAGEVEST WEALTH MANAGEMENT

SAGE FINANCIAL MANAGEMENT GROUP, INC., CRD 143562

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7eebf67f-bd8e-5b06-b8a0-0751573f5858

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER ELISE MYERS

Certified Financial Planner

MCLEAN, VA

Anthony Walter Matteo

Certified Financial Planner

McLean, VA

n/a

DANIEL A SERRA

Certified Financial Planner

Bethesda, MD | MCLEAN, VA

Iram Mina Amir

Certified Financial Planner

MCLEAN, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MYERS, JENNIFER, ELISE

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

03/2007

Feb 27, 2012

Mar 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$423M

n/a

2024

Mar 21, 2025

$359M

n/a

2023

Mar 19, 2024

$301M

n/a

2022

Mar 24, 2023

$254M

n/a

2021

Mar 28, 2022

$298M

n/a

2020

Jan 25, 2021

$263M

$250M

n/a

2019

Jan 31, 2020

$230M

$218M

n/a

2018

Jan 28, 2019

$185M

$174M

n/a

2017

Jan 30, 2018

$187M

$177M

n/a

2016

Jan 26, 2017

$151M

$141M

n/a

2015

Feb 10, 2016

$137M

$127M

n/a

2014

Jan 27, 2015

$138M

$128M

n/a

2013

Jan 27, 2014

$131M

$121M

n/a

2012

Feb 5, 2013

$131M

$108M

n/a

2011

Feb 27, 2012

$107M

$84.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$423M

$359M

18.1%

$254M

18.5%