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SAGEWATER WEALTH MANAGEMENT LLC
CRD 332662 · SEC 801-131150
9461 CHARLEVILLE BLVD #1048, BEVERLY HILLS, CA, 90212, United States
Phone
3105742866
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.3M
Discretionary AUM
$14.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD