The Sade Group
The Sade Group is a Stuart, Florida-based fiduciary wealth advisory practice operating under Riverside Private Wealth Management, providing investment management, comprehensive financial planning, and 401(k)/403(b) services to individuals, families, and small businesses through the Kestra network.
- Company typePrivate
- Founded2015
- HeadquartersStuart, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What The Sade Group does
The Sade Group is a financial advisory practice operating under Riverside Private Wealth Management, a member firm of Kestra Private Wealth Services, LLC. Headquartered in Stuart, Florida, the firm delivers investment management, comprehensive financial planning, and 401(k) and 403(b) fiduciary services to families, individuals, and small business clients. Its core product surface spans portfolio management under a fiduciary standard and holistic planning covering retirement, college savings, investments, tax, estate, and insurance considerations.
The firm's underlying technology stack is minimal and outsourced: the website and educational content are delivered via FMG Suite's templated platform, while client account access is provided through Kestra's Wealthscape investor portal and an emaplan-based "My Plan" interface. No proprietary technology, AI/ML capabilities, or custom-built software are disclosed. Operational infrastructure — including securities distribution and regulatory compliance — is provided through the Kestra IS / Kestra Private Wealth Services network affiliation.
The business model is a recurring-fee registered investment advisory practice, with revenue likely generated through AUM-based advisory fees on investment management and fixed or flat fees on comprehensive planning engagements. Go-to-market is sales-led and relationship-driven, combining in-person advisory at the Stuart office, remote phone/email consultations, and a complementary initial meeting offer. Client acquisition is supported by top-of-funnel content marketing (articles, videos, calculators, tax library, glossary) and retention is reinforced by ongoing plan monitoring and the Wealthscape portal.
The Sade Group firmographics
Firmographics- Name
- The Sade Group
- Legal name
- Riverside Private Wealth Management
- Website
- https://sadepwm.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Sade Group is a Stuart, Florida-based fiduciary wealth advisory practice operating under Riverside Private Wealth Management, providing investment management, comprehensive financial planning, and 401(k)/403(b) services to individuals, families, and small businesses through the Kestra network.
- Ownership category
- akta.pro rank
The Sade Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Trust, Fiduciary & Estate Planning Services (FSABADAG)
Keywords
Where The Sade Group is headquartered
LocationHeadquarters
- HQ city
- Stuart
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Sade Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: The firm generates revenue through investment advisory services, operating as a registered investment advisory firm. Services include investment management, comprehensive financial planning, and 401(k) & 403(b) fiduciary services. Revenue is likely generated through advisory fees, potentially asset-under-management (AUM) based fees or flat/fixed fees.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
The Sade Group product offering
Product offeringCore offering
The Sade Group is an independent investment advisory team operating under Riverside Private Wealth Management that delivers fiduciary investment management, comprehensive financial planning, and 401(k) & 403(b) fiduciary services to families, individuals, and businesses. Engagements cover retirement, college, investments, taxes, estate, and insurance planning and are supported by an online client portal (Wealthscape) for account access and bill pay.
Product overview
The Sade Group offers a unified suite of financial advisory services through Riverside Private Wealth Management. The core offerings consist of Investment Management, Comprehensive Planning, and 401(k) & 403(b) Fiduciary Services, all delivered under a fiduciary standard. The firm supplements these services with a client portal (Wealthscape) for account access and bill pay. Services are grounded in holistic financial planning encompassing retirement, estate, tax, insurance, and investment considerations.
Differentiator
Problem solved
Functional benefit
Companies that use The Sade Group
Customer profileSegments2 records
Ideal customer profiles2 records
The Sade Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Sade Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
The Sade Group competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Sade Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Sade Group leadership team
Management profileNumber of profiles
The Sade Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Sade Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Sade Group
What does The Sade Group do?
The Sade Group is an independent investment advisory team operating under Riverside Private Wealth Management that delivers fiduciary investment management, comprehensive financial planning, and 401(k) & 403(b) fiduciary services to families, individuals, and businesses. Engagements cover retirement, college, investments, taxes, estate, and insurance planning and are supported by an online client portal (Wealthscape) for account access and bill pay.
Is The Sade Group a public or private company?
The Sade Group is a private company. It is classified as corporate owned and is currently operating.
When was The Sade Group founded?
The Sade Group was founded in 2015. It employs 11 to 50 people.
Where is The Sade Group based?
The Sade Group is headquartered in Stuart, United States, in the North America region.
How does The Sade Group make money?
One revenue line is on record: investment Advisory Services.
Does The Sade Group have an API?
No public API is recorded for The Sade Group.
What industry is The Sade Group in?
The Sade Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 52 and its SIC code is 6282.