Sagewater Wealth Management LLC

Overview

Sagewater Wealth Management LLC is an independent, California-registered wealth advisory firm organized as an LLC and owned by an individual principal. The firm focuses on portfolio management for individuals, families and small businesses, and it charges clients a percentage-of-assets-under-management fee alongside arrangements that can include performance-based compensation. Sagewater does not identify as an ESG investor, does not operate as a capital allocator, and its activities are concentrated on advisory services rather than pension consulting or related-adviser structures.

Assets & Accounts

Investments & Alternatives