← Directory
SAGENT WEALTH MANAGEMENT
CRD 147890File 801-69446
APPROVED
Retail clients
Disclosure events
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$100.4M
Bottom 25% of cohort (national)
Discretionary AUM
$97.3M
Non-discretionary $3.1M
Clients
82
247 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 5, 2008
- Principal office
- 1489 GLENNEYRE STREET, LAGUNA BEACH, CA, 92651
- Phone
- (949) 756-2226
- Website
- https://www.SagentWM.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.4M
- Discretionary AUM
- $97.3M
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 230
- Non-discretionary accounts
- 17
- Total accounts
- 247
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $86.6M |
| Individuals (other than high net worth individuals) | 40 | $13.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.