Inactive

Uttam Doulatram Bharwani

Sagepro Wealth Management

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Current Employers

Sagepro Wealth Management

Chantilly, VA • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-07-26
VA	RA	APPROVED	2020-11-25

MD RA
APPROVED

Since 2026-07-26
VA RA
APPROVED

Since 2020-11-25

Branch Locations

Chantilly, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bharwani Asset Management Llc	Chantilly	VA	10/2012	01/2018
Sagepro Wealth Management Llc	Chantilly	VA	03/2019	Present
No Formal Employment	Chantilly	VA	01/2018	02/2019

10/2012 → 01/2018

Bharwani Asset Management Llc

Chantilly, VA
03/2019 → Present

Sagepro Wealth Management Llc

Chantilly, VA
01/2018 → 02/2019

No Formal Employment

Chantilly, VA

Previous Registrations

2004-09-09 → 2005-03-15

Osaic Fa, Inc.

Chevy Chase , MD
2001-03-22 → 2004-09-01

Ameriprise Financial Services, Llc

Rockville, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-03
S66	Uniform Combined State Law Examination	2001-03-13

S65 Uniform Investment Adviser Law Examination

2020-10-03
S66 Uniform Combined State Law Examination

2001-03-13

View on SEC IAPD

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