SAGENT WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$100,411,403
Discretionary
$97,346,136
Non-discretionary
$3,065,267
Firm details
- CRD number
- 147890
- SEC file number
- 801-69446
- Main office
- LAGUNA BEACH, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.SagentWM.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.