Patrick Wehrly has been an investment adviser representative at SageGuard Financial Group since December 2022, and is not listed among the firm’s executive officers or direct owners.
Sageguard Financial Group, LLC is a Goodlettsville, TN firm with $756M under management, 2,469 clients and 14 advisers across 4 offices, as of its July 2026 filing.
Patrick Wehrly’s longest registration was 7 years at Sageguard Financial Group, LLC (2014–2021). Before joining SageGuard Financial Group in 2022, Patrick Wehrly was registered through Alphastar Capital Management, LLC and Redhawk Wealth Advisors, Inc.
- – present · 3 yearsSpring, TX · Adviser representative · Firm CRD 160266
- Alphastar Capital Management, LLC– · 1 yearSplendora, TX · Adviser representative · Firm CRD 157423
- Redhawk Wealth Advisors, Inc.– · 3 yearsSpring, TX · Adviser representative · Firm CRD 146616
Investment adviser representative registrations
Patrick Wehrly is registered as an investment adviser representative in Texas, since December 2022.
- TexasSince 22 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Joseph Wehrly
- CRD
- 5949029
- Firm
- SageGuard Financial Group · CRD 160266
- Office
- 3325 Spring Cypress RD, STE 100, Spring, TX 77388
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Wehrly work?
Patrick Wehrly is an investment adviser representative registered through Sageguard Financial Group, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Wehrly a financial advisor?
Yes. Patrick Wehrly has a current investment-adviser registration in Texas, through SageGuard Financial Group since December 2022.
How many years of experience does Patrick Wehrly have?
Patrick Wehrly has 15 years in the financial industry, since June 2011, across 3 adviser firms.
What exams has Patrick Wehrly passed?
Patrick Wehrly passed the Series 65 in June 2011.
Where did Patrick Wehrly work before SageGuard Financial Group?
Before SageGuard Financial Group, Patrick Wehrly was registered through Redhawk Wealth Advisors, Inc., June 2011 to November 2014.
Where is Patrick Wehrly based?
Patrick Wehrly’s registered office is in Spring, TX.
Is Patrick Wehrly registered with FINRA?
No. Patrick Wehrly has no current broker registration.
How can I verify Patrick Wehrly’s record?
Search CRD 5949029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Wehrly’s full registration record.
