DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sagevest Wealth Management
Legal name Sage Financial Management Group, Inc.
Latest filing Jun 15, 2026
First filing on the tape Feb 27, 2012 · 38 filings
SEC status approved since Mar 30, 2007
RAUM
$423M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$423M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$106M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$423M as of Jun 15, 2026
Feb 27, 2012$107M then
HNW client RAUM$409M as of Jun 15, 2026
Jan 30, 2018$165M then
State-registered IARs (5.B.3)4 as of Jun 15, 2026
Feb 27, 20120 then
Employees (5.A)6 as of Jun 15, 2026
Feb 5, 20134 then
Private funds: no history
RAUM +18% over the last fiscal year+19% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $106MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $891,020derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$409M97%
- Individuals$14.3M3.4%
- Individual clients
- 35reported
- HNW clients
- 115reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 475reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jennifer Elise MyersCertified Financial Planner | Mclean, Va | May 21, 2007 | 29 y | 1 |
| Anthony Walter MatteoCertified Financial Planner | Mclean, Va | Sep 7, 2019 | 11 y | 0 |
| Daniel A SerraCertified Financial Planner | Bethesda, Md | Dec 17, 2021 | 16 y | 3 |
| Iram Mina AmirCertified Financial Planner | Mclean, Va | Oct 21, 2022 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Matthew Albritton to Amj Financial Wealth Management LLCDec 1, 2023 · RIA to RIA
- Ryan Christopher Phillips to Evermay Wealth Management, LLCMar 23, 2020 · RIA to RIA
- Michael Fuhr to Evergreen Wealth ServicesJan 26, 2020 · RIA to a state-registered adviser
- Yevgeniy Shvets to Capitol Securities Management, Inc.Sep 12, 2018 · RIA to RIA
- Alison Leigh Segall to World Investment Advisors, LLCSep 21, 2012 · Other
- Sarah Mouser to Savant Wealth ManagementAug 16, 2011 · Other
- Jiyon W Tuman to Wealthspring Financial Advisors, LLCOct 10, 2008 · Other
Joined, latest
- Daniel A Serra from Chevy Chase Trust CompanyDec 17, 2021 · RIA to RIA
- Matthew Albritton from Pegasus Financial Group LLCJul 29, 2020 · RIA to RIA
- Yevgeniy Shvets from Td Ameritrade Investment Management, LLCApr 25, 2018 · RIA to RIA
- Ryan Christopher Phillips from The Fairman Group, LLCAug 27, 2012 · Other
- Alison Leigh Segall from The Koenig Group, LLCSep 13, 2011 · Other
- Sarah Mouser from Ameriprise Financial Services, LLCMar 14, 2011 · Other
- Michael Fuhr from Afa Advisor Services LLCApr 22, 2010 · Other
- Jiyon W Tuman from National Planning Corporation ("Npc Of America" In Fl & Ny)Dec 19, 2007 · Other
- Jennifer Elise Myers from Freed AdvisorsMay 21, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Elise Jennifer Myers · President, Chief Compliance Officercontrolsince 03/2007 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mclean, Va · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 534 to 475Nov 7, 2025 to Mar 18, 2026
- HNW clients · 102 to 115Nov 7, 2025 to Mar 18, 2026
- Individual clients · 30 to 35Nov 7, 2025 to Mar 18, 2026
- Discretionary RAUM · $359M to $423MNov 7, 2025 to Mar 18, 2026
- HNW RAUM · $342M to $409MNov 7, 2025 to Mar 18, 2026
- Individual RAUM · $16.5M to $14.3MNov 7, 2025 to Mar 18, 2026
- RAUM · $359M to $423MNov 7, 2025 to Mar 18, 2026
- Accounts · 426 to 534Mar 19, 2024 to Mar 21, 2025
- HNW clients · 93 to 102Mar 19, 2024 to Mar 21, 2025
- Individual clients · 25 to 30Mar 19, 2024 to Mar 21, 2025
- Financial planning clients · 101-250 to 101-250Mar 19, 2024 to Mar 21, 2025
- State-registered IARs · 5 to 4Mar 19, 2024 to Mar 21, 2025
- Discretionary RAUM · $301M to $359MMar 19, 2024 to Mar 21, 2025
- HNW RAUM · $279M to $342MMar 19, 2024 to Mar 21, 2025
- Individual RAUM · $21.4M to $16.5MMar 19, 2024 to Mar 21, 2025
- RAUM · $301M to $359MMar 19, 2024 to Mar 21, 2025
- Accounts · 428 to 426Feb 20, 2024 to Mar 19, 2024
- Advisory employees · 5 to 4Feb 20, 2024 to Mar 19, 2024
- HNW clients · 85 to 93Feb 20, 2024 to Mar 19, 2024
- Individual clients · 28 to 25Feb 20, 2024 to Mar 19, 2024
- Employees · 8 to 6Feb 20, 2024 to Mar 19, 2024
- Discretionary RAUM · $254M to $301MFeb 20, 2024 to Mar 19, 2024
- HNW RAUM · $232M to $279MFeb 20, 2024 to Mar 19, 2024
- Individual RAUM · $22.1M to $21.4MFeb 20, 2024 to Mar 19, 2024
- RAUM · $254M to $301MFeb 20, 2024 to Mar 19, 2024
- Accounts · 401 to 428Oct 26, 2022 to Mar 24, 2023
- Advisory employees · 4 to 5Oct 26, 2022 to Mar 24, 2023
- Advisory activities · 6 to 5Oct 26, 2022 to Mar 24, 2023
- HNW clients · 90 to 85Oct 26, 2022 to Mar 24, 2023
- Individual clients · 23 to 28Oct 26, 2022 to Mar 24, 2023
- Employees · 7 to 8Oct 26, 2022 to Mar 24, 2023
- State-registered IARs · 4 to 5Oct 26, 2022 to Mar 24, 2023
- Discretionary RAUM · $298M to $254MOct 26, 2022 to Mar 24, 2023
- HNW RAUM · $273M to $232MOct 26, 2022 to Mar 24, 2023
- Individual RAUM · $24.6M to $22.1MOct 26, 2022 to Mar 24, 2023
- RAUM · $298M to $254MOct 26, 2022 to Mar 24, 2023
- Accounts · 114 to 401Feb 18, 2022 to Mar 28, 2022
- HNW clients · 89 to 90Feb 18, 2022 to Mar 28, 2022
- Individual clients · 25 to 23Feb 18, 2022 to Mar 28, 2022
- Employees · 6 to 7Feb 18, 2022 to Mar 28, 2022
Signals
2 dated events
- Matthew Albritton left Sagevest Wealth Management for Amj Financial Wealth Management Llc (registered 2024-01-26)Dec 1, 2023 · Advisor changed firm · fact
- Robert Michael Fuhr (Chief Operations Officer) no longer on Schedule A of Sagevest Wealth Management (listed 2019-01-28, absent 2020-01-31)Jan 31, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 703-992-7650reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 703-991-7609reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/sagevest-wealth-management/posts/?feedVreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SAGEVESTWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (703) 992-7650reportedpublic record, Form ADV, Jun 15, 2026
- Contact form
- sagevestwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- sagevestwealth.com/about/meet-our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $106Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026