Sagevest Wealth Management

Sagevest Wealth Management (CRD# 143562) is a financial advisory firm headquartered in Mclean, VA. They manage $297,681,010 in 401 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $742,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Sagevest Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Matthew R. Albritton
CRD#: 5932331
1320 Old Chain Bridge Road, Suite 250, Mclean, VA 22101

Matthew Albritton (CRD# 5932331) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 10 years of experience in the finance industry. Matthew Albritton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anthony W. Matteo
CRD#: 6809446
1320 Old Chain Bridge Rd, Suite 250, Mclean, VA 22101

Anthony Matteo (CRD# 6809446) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 2 years of experience in the finance industry. Anthony Matteo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.