Sagewater Wealth Management LLC
Sagewater Wealth Management LLC is an SEC-registered mass-market adviser with $4.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sagewater Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332662, data through 2025-02-23.
- AUM (assets under management / regulatory AUM)
- $4.2M (2025-02-23)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 8
- CRD
- 332662
- Ownership
- Xia, Cheyun; Zhang, Fred; ZHANG, PENG
How much AUM does Sagewater Wealth Management LLC have?
Sagewater Wealth Management LLC reported $4.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-02-23).
Who owns Sagewater Wealth Management LLC?
Disclosed owners and executives of Sagewater Wealth Management LLC include Xia, Cheyun, Zhang, Fred, ZHANG, PENG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.