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SAGEVEST WEALTH MANAGEMENT, INC.

EIN 20-8574983-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
8
1320 OLD CHAIN BRIDGE RD SUITE 250 - MCLEAN, VA 22101703-992-7650sagevestwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.9M - 8 part

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Retirement#001

SAGEVEST WEALTH MANAGEMENT 401K PLAN AND TRUST

401k

Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGEVEST WEALTH MANAGEMENT 401K PLAN AND TRUST401k$2.9M82025
Retirement plans
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