SAGENT WEALTH MANAGEMENT

Overview

Sagent Wealth Management is an independent registered investment adviser that focuses on serving individuals and families with a mix of financial planning and portfolio management for smaller households and small business owners. The firm combines traditional wealth‑management services with its broker roles in real estate and insurance, which influences how it constructs client portfolios and sources certain investments. Its advisory approach favors equity exposure as the primary growth engine, while fee arrangements include a percentage of assets under management plus options for hourly and fixed fees for planning or project work. Investment activity centers on discretionary portfolio management for most clients, with an emphasis on exchange‑traded equities and ETF-based strategies for core equity exposure. The firm also incorporates third‑party alternative asset managers to add diversification and non‑correlated returns where appropriate. Sagent is not positioned as an ESG-focused allocator and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices