Unclaimed Profile

Fred Zhang

SAGEWATER WEALTH MANAGEMENT LLC·BEVERLY HILLS, California

SIE, Series 65Clean record1 years registeredSAGEWATER WEALTH MANAGEMENT LLC

9461 CHARLEVILLE BLVD, BEVERLY HILLS, CA 90212CRD# 7970770Firm CRD# 332662

Profile Verification

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

Identity

Fred Zhang · BEVERLY HILLS, CA

Registration

CRD #7970770 · SAGEWATER WEALTH MANAGEMENT LLC · 1 years registered

Brand Profile

Not yet started

Career History

SAGEWATER WEALTH MANAGEMENT LLC

Mar 2025 – present

SAGEWATER WEALTH MANAGEMENT LLC

Dec 2024 – Dec 2024

Beverly Hills, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Registration record

First registered · December 16, 2024

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 Fred Zhang offer?

Fred Zhang specializes in Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Fred Zhang's credentials?

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

Where is Fred Zhang located?

Fred Zhang 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 Fred Zhang charge for services?

Fred Zhang'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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