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SAGENT WEALTH MANAGEMENT
CRD 147890 · SEC 801-69446
1489 GLENNEYRE STREET, LAGUNA BEACH, CA, 92651, United States
Phone
(949) 756-2226
Fax
(949) 756-2233
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.4M
Discretionary AUM
$97.3M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $13.9M |
| High net worth individuals | 42 | $86.6M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD