ADV 2B-BROCHURE SUPPLEMENT-EICHENAUER

Sagent Wealth Management, LLC Form ADV Part 2B – Brochure Supplement Marshall G. Eichenauer Jr. Marshall G. Eichenauer, Jr. Sagent Wealth Management, LLC 1489 Glenneyre Street Laguna Beach, CA 92651 Telephone: (949) 756-2229 Website: www.SagentWM.com Email: Info@SagentWM.com This Brochure Supplement provides information about Marshall G. Eichenauer, Jr. that supplements the Sagent Wealth Management, LLC Form ADV Part 2A ("Firm Brochure"). You should have received a copy of the Firm Brochure. Please contact the Firm if you did not receive a copy or if you have any questions concerning the contents of this Brochure Supplement. Additional information about Marshall G. Eichenauer, Jr. is available on the SEC's website at www.adviserinfo.sec.gov. Last Revised: June 30, 2026 Prepared by: Marshall G. Eichenauer Jr. Chief Compliance Officer  Item 2 – Educational Background and Business Experience Marshall G. Eichenauer, Jr. is the Founder, President, Chief Investment Officer and Chief Compliance Officer of Sagent Wealth Management, LLC (“Sagent” or the “Firm”). Mr. Eichenauer works directly with clients to develop and implement comprehensive Wealth Management solutions while overseeing the Firm's investment process and compliance program. He founded the Firm in 2008 and has provided investment advisory and Wealth Management Services for more than three decades. As President, Chief Investment Officer and Chief Compliance Officer, Mr. Eichenauer is responsible for the Firm's investment philosophy, portfolio management process, development of investment strategies, and oversight of the Firm's Wealth Management Services and the development and implementation of its Compliance Program. Education Wharton School, University of Pennsylvania Executive Education Program Certified Investment Management Analyst® (CIMA®) 2004 – 2005 Marshall Eichenauer Jr. holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. WP Carry School of Business, Arizona State University Bachelor of Science (B.S.), Finance 1979 – 1983 Marshall Eichenauer Jr. obtained a Bachelor of Science degree in Business Finance. His coursework emphasized finance, accounting, and real estate. Professional Experience Sagent Wealth Management, LLC Founder/President/ Chief Investment Officer/ Chief Compliance Officer/ Investment Advisor Representative 2013 – Present Founder/President/ Chief Investment Officer/Investment Advisor Representative August 2008 – 2013  UBS Financial Services Inc. (and predecessor firms) Senior Vice President – Investments December 1996 – August 2008 Smith Barney (and predecessor firms) Financial Advisor February 1993 – December 1996 Item 3 – Disciplinary Information Registered investment advisers are required to disclose all material facts regarding certain legal or disciplinary events that would be material to a client's evaluation of a supervised person. On September 22, 2017, Marshall G. Eichenauer, Jr. and Sagent Wealth Management, LLC entered into a settlement with the U.S. Securities and Exchange Commission relating to alleged violations of the Investment Advisers Act of 1940. Without admitting or denying the SEC's findings, Mr. Eichenauer and the Firm consented to the entry of the SEC's Order resolving the matter. A copy of the SEC's Order is available from the Firm upon request. Item 4 – Other Business Activities In addition to his responsibilities with the Firm, Mr. Eichenauer is licensed as a California insurance producer and a California real estate broker. From time to time, clients may request that Mr. Eichenauer assist them in evaluating or purchasing insurance products or in connection with a real estate transaction. If a client elects to engage Mr. Eichenauer in these separate activities, he may receive commissions or other compensation. This compensation is separate from the advisory fees paid to the Firm and creates a conflict of interest because Mr. Eichenauer has a financial incentive to recommend products or services for which he may receive additional compensation. Clients are under no obligation to purchase insurance products or utilize Mr. Eichenauer's  real estate brokerage services and are free to obtain these services from any professional of their choosing. Additional information regarding these activities and the Firm's management of related conflicts of interest is contained in Item 10 of the Firm Brochure. Item 5 – Additional Compensation Except as described in Item 4 of this Brochure Supplement, Mr. Eichenauer does not receive economic benefits or additional compensation from non-clients in connection with providing Wealth Management Services on behalf of the Firm. Item 6 – Supervision As Founder, President, and Chief Investment Officer and Chief Compliance Officer of Sagent Wealth Management, LLC, Mr. Eichenauer is responsible for supervising the Firm's advisory activities and overseeing its compliance program. The Firm has adopted written supervisory procedures, a Code of Ethics, and compliance policies and procedures reasonably designed to promote compliance with the federal securities laws and to assist the Firm in fulfilling its fiduciary obligations to its clients. Questions concerning Mr. Eichenauer's advisory activities or this Brochure Supplement may be directed to him at (949) 756-2229.