SAGEWATER WEALTH MANAGEMENT LLC

Overview

Sagewater Wealth Management LLC is an independent, privately owned registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients and provides portfolio management for individuals and small businesses. Its client-fee model combines a percentage-of-AUM structure with performance-based fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. Ownership is listed as an individual, and the RIA operates as a limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives