Sagent Wealth Management
Sagent Wealth Management is an SEC-registered wealth manager in Laguna Beach, CA with $100.4M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Sagent Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147890, SEC 801-69446, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $100.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Laguna Beach, CA
- Employees
- 3
- Clients
- 82
- CRD
- 147890
- Ownership
- EICHENAUER JR., MARSHALL, GLEN; DATZMAN, IRIS, JOANNE; INTERIM HOLDINGS, LLC; THE EICHENAUER FAMILY TRUST; EICHENAUER JR., MARSHALL, G
How much AUM does Sagent Wealth Management have?
Sagent Wealth Management reported $100.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Sagent Wealth Management?
Disclosed owners and executives of Sagent Wealth Management include EICHENAUER JR., MARSHALL, GLEN, DATZMAN, IRIS, JOANNE, INTERIM HOLDINGS, LLC, THE EICHENAUER FAMILY TRUST, EICHENAUER JR., MARSHALL, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.