Overview
Assets Under Management: $100 million
Headquarters: LAGUNA BEACH, CA
High-Net-Worth Clients: 42
Average Client Assets: $2.1 million
Frequently Asked Questions
SAGENT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147890), SAGENT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SAGENT WEALTH MANAGEMENT is headquartered in LAGUNA BEACH, CA.
SAGENT WEALTH MANAGEMENT serves 42 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, SAGENT WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
SAGENT WEALTH MANAGEMENT manages $100 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, SAGENT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.20%
Average Client Assets: $2.1 million
Total Client Accounts: 247
Discretionary Accounts: 230
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 147890
Filing ID: 2070606
Last Filing Date: 2026-03-11 15:20:28