$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-25-2020
- Office Locations
- 1
Office Locations
-- Chantilly VA
About Sagepro Wealth Management
SagePro Wealth Management is a boutique RIA in Chantilly, VA providing portfolio management and financial planning, including insurance and portfolio construction, for entrepreneur clients. The firm builds SMA portfolios with a heavy ETF mix and uses derivatives alongside fixed income. Custody is listed with Interactive Brokers.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$633.3K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
U
UTTAM DOULATRAM BHARWANI
Financial Advisor, President
- CRD
- #4342521
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Derivatives:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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