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SAGEVEST WEALTH MANAGEMENT

MCLEAN, VA · CRD 143562 · IAPD ↗ · sagevestwealth.com · (703) 992-7650

$423.2MRegulatory AUM
4Advisory reps
6Employees
1Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
December 2025 — SAGEVEST WEALTH MANAGEMENT changed its website from kidsfinancialeducation.com to sagevestwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
December 2025 — SAGEVEST WEALTH MANAGEMENT notice-filed in NC, NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2024 — SAGEVEST WEALTH MANAGEMENT changed its website from sagevestwealth.com to kidsfinancialeducation.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.