Unclaimed Profile

Iris Joanne Datzman

SAGENT WEALTH MANAGEMENT·NEWPORT BEACH, California

Series 7, Series 65, Series 66Clean record18 years registeredSAGENT WEALTH MANAGEMENT

4695 MACARTHUR COURT, NEWPORT BEACH, CA 92660CRD# 5404244Firm CRD# 147890

Profile Verification

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

Identity

Iris Joanne Datzman · NEWPORT BEACH, CA

Registration

CRD #5404244 · SAGENT WEALTH MANAGEMENT · 18 years registered

Brand Profile

Not yet started

Career History

SAGENT WEALTH MANAGEMENT

Jun 2026 – present

SAGENT WEALTH MANAGEMENT

Sep 2008 – Sep 2013

NEWPORT BEACH, CA

UBS FINANCIAL SERVICES INC.

Apr 2008 – Sep 2008

NEWPORT BEACH, CA

MORGAN STANLEY & CO., INCORPORATED

Dec 2007 – Mar 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · December 18, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGENT WEALTH MANAGEMENT

CRD 147890 · SEC 801-69446

AUM

$90M

Regulatory assets under management

Employees

251 client accounts

Services offered by SAGENT WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAGENT WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Iris Joanne Datzman offer?

Iris Joanne Datzman specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Iris Joanne Datzman's credentials?

Iris Joanne Datzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Iris Joanne Datzman located?

Iris Joanne Datzman is based in NEWPORT BEACH, California, working with SAGENT WEALTH MANAGEMENT. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Iris Joanne Datzman charge for services?

Iris Joanne Datzman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGENT WEALTH MANAGEMENT?

SAGENT WEALTH MANAGEMENT has approximately 3 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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