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).
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Total Assets Under Management298MILLION
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Total Number of Accounts401ACCOUNTS
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Average Account Value$742,347
- A percentage of assets under your management
- 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
DC, FL, MD, TX, VA
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.
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.