RIA Intel›Advisers›Virginia›SAGEPRO WEALTH MANAGEMENT LLC

SAGEPRO WEALTH MANAGEMENT LLC

Advisory

Data as of Jun 25, 2026 · Source: SEC Form ADV

Average account

$507K

across 30 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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