Sagent Wealth Management

RIASEC RegisteredEst. 2008

Total AUM

$100M

Discretionary

$97.3M

97% of AUM

Avg account

$407K

Accounts

247

Employees

Advisory reps

Firm details

Headquarters: Laguna Beach, California
CRD number: 147890
Registered since: August 5, 2008
Website: www.sagentwm.com
Custodians: ALTRUIST FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.2%
Individuals13.8%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sagent Wealth Management is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2008. The firm targets individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Beyond advisory work, Sagent also operates as a real estate broker and an insurance broker, and it lists affiliations with an insurance company and a real estate broker. The firm identifies itself as not being an active ESG investor and does not classify itself as a capital allocator.