Patrick J. Wehrly
SAGEGUARD FINANCIAL GROUP
Spring, TX 77388
Some features on this profile are disabled
CRD#: 5949029
Professional summary
Patrick Joseph Wehrly is a registered financial advisor currently at SAGEGUARD FINANCIAL GROUP, LLC located in Spring, Texas.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patrick has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COMPANY: THE OFFICES OF PATRICK WEHRLY DUTIES: INCOME TAX PREPARATION AS PART OF MY ENROLLED AGENT ACTIVITIES DATES: FEB. 2008 - PRESENT NON-INVESTMENT RELATED SageGuard Financial Group Investment Related 177015 Seven Pines Drive Blvd 1 Spring TX 77379 COMPANY: SPRING CYPRESS STORAGE SOLUTIONS DUTIES: I OWN A SELF STORAGE BUSINESS IN SPRING, TX DATES: APRIL 2003 - PRESENT NON-INVESTMENT RELATED COMPANY: CAPTAIN PATRICK CHARTERS DUTIES: OWNER OF A CHARTER YACHT BUSINESS DATES: FEB 2006 - PRESENT NON-INVESTMENT RELATED 1907 SILVER LEAF DRIVE, SPRING TX 77388 100% OWNERSHIP - $75,000 PER YEAR 16 HOURS PER MONTH, 8 DURING TRADING CONSULT ON BUSINESS YACHT CONSTRUCTION AND OPERATION AS WELL AS TAX BENEFITS AND YACHT EQUIPMENT PATRICK WEHRLY REAL ESTATE AND RENTALS OWNER 50% - INVESTMENT RELATED 1907 SILVER LEAFE DRIVE, SPRING TX 77388 10/12 1980 - $45,000 PER YEAR 12 HOURS PER MONTH PURCHASE AND REHAB RENTAL PROPERTIES TO RE-SELL AND RENT OUT THE WEHRLY GROUP INVESTMENT RELATED - LIFE INSURANCE AND ANNUITIES 50% OWNERSHIP 17015 SEVEN PINES DRIVE BUILDING 1, SPRING TX 77388 10/12/1990 $800,000 - OWNER DRAWS PROFRITS FROM TIME TO TIME 160 HOURS PER WEEK, 150 HOURS DURING TRADING MARKET AND SELL FIXED ANNUNITIES AND LIFE INSURANCE SALES OF PHYSICAL SILVER - PATRICK WEHRLY PMD 1907 SILVER LEAF DRIVE, SPRING TX 7738 10/12/2020 $10,000 PER YEAR WITHDRAW PROFITS FROM TIME TO TIME, NO MONETARY BENEFITS 5 HOURS PER MONTH, 3 HOURS DURING TRADING ORDER AND DELIVER PHYSICAL SILVER PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Wehrly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 22, 2022 - Present
SAGEGUARD FINANCIAL GROUP, LLC
Office #1: 3325 Spring Cypress Rd Ste 100, Spring, TX 77388RIA
CRD#: 160266
Spring, TX
Past
July 21, 2021 - April 20, 2023
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Splendora, TX
Past
November 10, 2014 - December 7, 2021
SAGEGUARD FINANCIAL GROUP, LLC
RIA
CRD#: 160266
Spring, TX
Past
June 29, 2011 - November 19, 2014
REDHAWK WEALTH ADVISORS, INC.
RIA
CRD#: 146616
SPRING, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SAGEGUARD FINANCIAL GROUP, LLC
ASPEN WEALTH MANAGEMENT | WIN FINANCIAL STRATEGIES | VANCE FINANCIAL | UNION FINANCIAL SERVICES | THE OFFICES OF PATRICK J. WEHRLY | SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC | SAGEGUARD INVESTMENT ADVISORY SERVICES | SAGEGUARD FINANCIAL GROUP, LLC | PINEYWOODS FINANCIAL | HERITAGE FINANCIAL PLANNING, LLC | GOLDEN RULE WEALTH PRESERVATION | EVANS ADVISORY SERVICES | DOBBINS WEALTH MANAGEMENT | CONFIDENTLY RETIRED | CHESAPEAKE FINANCIAL SOLUTIONS INC. | BIG COUNTRY FINANCIAL
CRD#: 160266 / SEC#: 801-127052
RIA
Registered Investment Advisory firm - (12/19/2022 Approved)Arizona
Registered Investment Advisory firm - (6/3/2016 Terminated)California
Registered Investment Advisory firm - (7/3/2016 Terminated)Florida
Registered Investment Advisory firm - (6/3/2016 Terminated)Indiana
Registered Investment Advisory firm - (6/6/2016 Terminated)Kentucky
Registered Investment Advisory firm - (6/6/2016 Terminated)Maine
Registered Investment Advisory firm - (6/3/2016 Terminated)Maryland
Registered Investment Advisory firm - (6/3/2016 Terminated)Tennessee
Registered Investment Advisory firm - (6/3/2016 Terminated)Texas
Registered Investment Advisory firm - (6/3/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/22/2022)
Current Firm
SF
SAGEGUARD FINANCIAL GROUP, LLC
ASPEN WEALTH MANAGEMENT | WIN FINANCIAL STRATEGIES | VANCE FINANCIAL | UNION FINANCIAL SERVICES | THE OFFICES OF PATRICK J. WEHRLY | SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC | SAGEGUARD INVESTMENT ADVISORY SERVICES | SAGEGUARD FINANCIAL GROUP, LLC | PINEYWOODS FINANCIAL | HERITAGE FINANCIAL PLANNING, LLC | GOLDEN RULE WEALTH PRESERVATION | EVANS ADVISORY SERVICES | DOBBINS WEALTH MANAGEMENT | CONFIDENTLY RETIRED | CHESAPEAKE FINANCIAL SOLUTIONS INC. | BIG COUNTRY FINANCIAL
CRD#: 160266 / SEC#: 801-127052
RIA
Registered Investment Advisory firm - (12/19/2022 Approved)Arizona
Registered Investment Advisory firm - (6/3/2016 Terminated)California
Registered Investment Advisory firm - (7/3/2016 Terminated)Florida
Registered Investment Advisory firm - (6/3/2016 Terminated)Indiana
Registered Investment Advisory firm - (6/6/2016 Terminated)Kentucky
Registered Investment Advisory firm - (6/6/2016 Terminated)Maine
Registered Investment Advisory firm - (6/3/2016 Terminated)Maryland
Registered Investment Advisory firm - (6/3/2016 Terminated)Tennessee
Registered Investment Advisory firm - (6/3/2016 Terminated)Texas
Registered Investment Advisory firm - (6/3/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3066 Business Park Circle, Goodlettsville, TN 37072
Mailing Address
Phone number
(615) 859-4567
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,583 |
| AUM (Assets Under Management) | $ 607,720,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SAGEGUARD FINANCIAL GROUP, LLC
CRD#: 160266Spring, TX 77388TRUST BUT VERIFY
Monitor Patrick Wehrly
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
