Unclaimed Profile

Cheyun Xia

SAGEWATER WEALTH MANAGEMENT LLC·BEVERLY HILLS, California

Series 65Clean record1 years registeredSAGEWATER WEALTH MANAGEMENT LLC

9461 CHARLEVILLE BLVD, BEVERLY HILLS, CA 90212CRD# 7972956Firm CRD# 332662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cheyun Xia · BEVERLY HILLS, CA

Registration

CRD #7972956 · SAGEWATER WEALTH MANAGEMENT LLC · 1 years registered

Brand Profile

Not yet started

Career History

SAGEWATER WEALTH MANAGEMENT LLC

Mar 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 10, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGEWATER WEALTH MANAGEMENT LLC

CRD 332662 · SEC 801-131150

AUM

$3M

Regulatory assets under management

Employees

9 client accounts

Services offered by SAGEWATER WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SAGEWATER WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Cheyun Xia offer?

Cheyun Xia specializes in Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Cheyun Xia's credentials?

Cheyun Xia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheyun Xia located?

Cheyun Xia is based in BEVERLY HILLS, California, working with SAGEWATER WEALTH MANAGEMENT LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Cheyun Xia charge for services?

Cheyun Xia's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGEWATER WEALTH MANAGEMENT LLC?

SAGEWATER WEALTH MANAGEMENT LLC has approximately 2 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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