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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2007
- Office Locations
- 2
Office Locations
About Sagevest Wealth Management
SageVest Wealth Management provides investment management, integrated wealth management, and financial planning, emphasizing tax-optimized strategies to grow and preserve client wealth. The firm works with individuals and families across life stages, including business owners, retirees, and federal employees. Custody includes Charles Schwab, and the team has been recognized by outlets such as Washingtonian and Northern Virginia Magazine.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JENNIFER ELISE MYERS
President
- CRD
- #2908448
- Ownership
- 75% or more
CATHERINE ANNE-MARY FELLOWS-JAQUETTE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Iram Mina Amir
Financial Advisor, General Partner
- CRD
- #7380735
Anthony Walter Matteo
Financial Advisor, General Partner
- CRD
- #6809446
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $423,234,598 | $891,020 |
| Non-Discretionary | $0 | -- |
| Total | $423,234,598 | $891,020 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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