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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.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
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.