SageVest Wealth Management Revenue

Financial Services • McLean, Virginia, United States • 1-10 Employees

SageVest Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at SageVest Wealth Management

Jennifer Myers

President & Owner

Company overview

Headquarters	1320 Old Chain Bridge Road Suite 250, McLean, Virginia 22101, US
Phone number	+17039927650
Website	sagevestwealth.com
NAICS	52
SIC	628
Keywords	Investment Management, Financial Planning, Wealth Management
Employees	1-10
Socials

SageVest Wealth Management Email Formats

SageVest Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sagevestwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sagevestwealth.com	66.7%
{first name}{last name}	johndoe@sagevestwealth.com	33.3%

About SageVest Wealth Management

SageVest Wealth Management goes above and beyond in rendering proactive wealth management services. We act as your financial quarterback, interweaving the investment and financial facets of your life into a comprehensive plan that’s revisited on an ongoing basis. SageVest assists clients with all aspects of financial decisions such as investment positioning, income sourcing, retirement planning, charitable giving, asset protection, estate planning, tax optimization, business strategies, education funding, prenup and postnup protections, legacy planning and financial literacy for all ages. SageVest differentiates itself with highly personalized service and proactive advice. We know our clients well. Our advisors pride themselves on tailoring recommendations specific to your goals and helping you capture timely opportunities. The company’s team of advisors offers decades of experience and holds extensive credentials including CFP®, MBA, Accredited Investment Fiduciary, IRS Enrolled Agent, Certified Divorce Financial Analyst and more. The firm’s independent, fee-only and fiduciary structure, along with its caliber of service, give clients the depth, comfort and confidence they need to secure their financial future. We invite you to contact us at 703-992-7650 to learn more. Due to SEC regulations, we are unable to accept recommendations or endorsements on this page.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

SageVest Wealth Management has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

SageVest Wealth Management has never raised funding before.

SageVest Wealth Management Tech Stack

Discover the technologies and tools that power SageVest Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Google Tag Manager

Tag managers

jQuery

JavaScript libraries

PHP

Programming languages

Open Graph

Miscellaneous

Site Kit

Analytics

Flywheel

Hosting

WordPress

Blogs

Divi

Page builders

WP-PageNavi

WordPress plugins

RankMath SEO

SEO

Frequently asked questions

SageVest Wealth Management is located in McLean, Virginia, US.

You can reach SageVest Wealth Management at +17039927650.

SageVest Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

SageVest Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SageVest Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SageVest Wealth Management

Jennifer Myers

President & Owner

4.8

40,000 users