Sagepro Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 304384
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI90.46%
- Pension & Profit Sharing Plans7.89%
- Individuals1.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sagepro Wealth Management is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include assets-under-management fees, hourly billing, fixed fees, and performance-based compensation. The firm reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities40%
- Derivatives20%
- Exchange Traded Equities10%
- US Government Bonds10%
- Non-Investment Grade Corp Bonds10%
Contacts
1 of 1Uttam Bharwani
PresidentCRD 4342521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Estep Capital Management
RIALucey Wealth Advisors LLC
RIAClifton, Roger Lambert
RIAUniversity Financial Strategies, LLC
RIARaleigh, NC