# SAGEVEST  FINANCIAL ADVISORS, LLC

SAGEVEST  FINANCIAL ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164047
- Type: SEC-registered investment adviser
- Location: 4695 MACARTHUR COURT, NEWPORT BEACH, CA, 92660
- Phone: 949-460-0342
- Latest filing: 2026-02-13
- Regulatory AUM: $61.5M
- Discretionary AUM: $61.5M
- Clients: 1
- Accounts: 135

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164047/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164047/similar
- Related entities: https://search.stillhousedata.com/firm/164047/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164047

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.