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ADV 2B-BROCHURE SUPPLEMENT-AILLAUD

Sagent Wealth Management (CRD 147890), brochure dated July 7, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.

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Sagent Wealth Management, LLC Form ADV Part 2B – Brochure Supplement Iris Aillaud Iris Aillaud 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 Iris Aillaud 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 Iris Aillaud 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 Iris Aillaud is the Controller and an Investment Adviser Representative of Sagent Wealth Management, LLC ("Sagent" or the "Firm"). She is responsible for overseeing the Firm's financial operations, administrative functions, and relationships with custodians and other service providers in support of the Firm's Wealth Management Services. Ms. Aillaud joined Marshall G. Eichenauer Jr. at UBS Financial Services in 2008 and later that year played a significant role in the formation of Sagent Wealth Management. Since that time, she has served in a variety of roles before assuming her current responsibilities as the Controller and an Investment Adviser Representative, including previously serving as the Firm's Operations Manager and Chief Compliance Officer. Her experience in advisory operations, compliance, client account administration, and financial management provides her with a comprehensive understanding of the Firm's operations and its commitment to serving clients. Education California Polytechnic State University, San Luis Obispo Bachelor of Science, Economics Concentration in Finance 2007 Ms. Aillaud earned a Bachelor of Science degree in Economics with a concentration in Finance from California Polytechnic State University, San Luis Obispo. Professional Experience Sagent Wealth Management, LLC Controller/Investment Adviser Representative 2026 – Present Sagent Wealth Management, LLC Controller 2021 – 2026 Whirlpool Corporation Operations Manager – Creative Services and Photography Department 2013 – 2017 Sagent Wealth Management, LLC Operations Manager/Chief Compliance Officer/Investment Adviser Representative 2008 – 2013 UBS Financial Services Inc. Client Service Associate/Investment Advisor Representative 2008 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. Ms. Aillaud has no legal or disciplinary events that are required to be disclosed. Item 4 – Other Business Activities Ms. Aillaud does not engage in any investment-related business or occupation outside of her responsibilities with the Firm. Item 5 – Additional Compensation Ms. Aillaud does not receive any economic benefit or additional compensation from non- clients in connection with providing Wealth Management Services on behalf of the Firm. Item 6 – Supervision As an Investment Adviser Representative of the Firm, Ms. Aillaud is supervised by Marshall G. Eichenauer Jr., Founder, President, Chief Investment Officer, and Chief Compliance Officer. 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 Ms. Aillaud's advisory activities or this Brochure Supplement may be directed to Marshall G. Eichenauer Jr. at (949) 756-2229.