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Sagent Wealth Management

● SEC registered since 2008CRD 147890SEC# 801-69446Laguna Beach, CA
Export (members)
Reg. AUM
$93.9M
Employees
3
Accounts
224
Location
Laguna Beach, CA

Sagent Wealth Management assets under management

Sagent Wealth Management operates as an SEC-registered investment adviser based in Laguna Beach, CA. The firm has been registered since 2008. It reports $93.9 million in regulatory assets under management and employs 3 people.
www.sagentwm.comView on SEC.gov ↗

Sagent Wealth Management owners & executives

3 reported
NameTitleOwnershipSince
Marshall Glen Eichenauer ControlPresident/Chief Compliance OfficerUnder 5%2008
Sagent Capital, LLC. ControlControlling EntityOver 75%2010
Marshall Glen Eichenauer ControlTrustee, The Marshall Eichenauer Jr. Separate Property Trust—2025

Frequently asked questions

How much does Sagent Wealth Management manage?

Sagent Wealth Management reports $93.9 million in regulatory assets under management on its Form ADV.

How many employees does Sagent Wealth Management have?

Sagent Wealth Management reports 3 employees.

Where is Sagent Wealth Management located?

Sagent Wealth Management is based in Laguna Beach, CA and has been SEC-registered since 2008.

Does Sagent Wealth Management disclose fund performance?

Sagent Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1489 Glenneyre Street, Laguna Beach, CA 92651
Phone(949) 756-2226
Fax(949) 756-2233
Office hours7:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$90M
Non-discretionary$3.8M
Total (RAUM)$93.9M