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Sagewater Wealth Management LLC

CRD 332662SEC# 801-131150Beverly Hills, CA
Export (members)
No longer SEC-registered. Sagewater Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.2M
Employees
2
Accounts
9
Location
Beverly Hills, CA

Sagewater Wealth Management LLC assets under management

Sagewater Wealth Management LLC operates as an SEC-registered investment adviser based in Beverly Hills, CA. It reports $4.2 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Sagewater Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Cheyun Xia ControlGeneral Partner25-50%2024
Peng Zhang ControlGeneral Partner, Cco50-75%2024

Frequently asked questions

How much does Sagewater Wealth Management LLC manage?

Sagewater Wealth Management LLC reports $4.2 million in regulatory assets under management on its Form ADV.

How many employees does Sagewater Wealth Management LLC have?

Sagewater Wealth Management LLC reports 2 employees.

Where is Sagewater Wealth Management LLC located?

Sagewater Wealth Management LLC is based in Beverly Hills, CA.

Does Sagewater Wealth Management LLC disclose fund performance?

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

Contact & registration

Address9461 Charleville Blvd #1048, Beverly Hills, CA 90212
Office hours8a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$4.2M
Non-discretionary$0
Total (RAUM)$4.2M