SagePro Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,200,000
Total clients
24
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$633,333
About
The firm provides discretionary portfolio management and financial planning to individual investors — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, foundations and charitable organizations. Services are tailored to client goals and risk tolerance and may include investments across equities, fixed income, options and other securities.
Investment decisions are made from client‑specific information gathered at onboarding and updated periodically, with portfolio reviews at least quarterly and written discretionary authority obtained before trading. The firm applies fundamental analysis, modern portfolio theory and technical analysis and uses a mix of long‑ and short‑term strategies, including options, margin and short sales, and aggregates trades across accounts when feasible.
Distinctive features include the use of performance‑based fee arrangements for qualified clients alongside asset‑based accounts (side‑by‑side management), with fees assessed on outperformance using a high‑water mark and periodic supervisory review to mitigate conflicts. The firm’s client mix that includes pension/profit‑sharing plans and its operational practices—such as permitting directed brokerage and block trading—are less common among peers and shape how it implements and monitors strategies.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$1,000 to $10,000 fixed fee for financial planning, negotiable
$0.00 - $500,000.00: 2.0% $500,001.00 - $1,000,000.00: 1.5% $1,000,001.00+: 1.0%
$250 per hour
10% of quarterly net gains for qualified clients with net worth > $2,200,000 or accounts > $1,100,000; non-negotiable; charged in arrears quarterly with high-water mark adjustment
Account minimum: $250,000 (may be waived at SagePro’s sole discretion)
Main office location
SagePro Wealth Management
Chantilly VA, United States
Number of offices
1
Most active in
SagePro Wealth Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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