Unclaimed Profile

Kitty Ka-Hei Chu

SAGENT WEALTH MANAGEMENT·NEWPORT BEACH, California

SAGENT WEALTH MANAGEMENT

4695 MACARTHUR COURT, NEWPORT BEACH, CA 92660CRD# 5283255Firm CRD# 147890

Profile Verification

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

Identity

Kitty Ka-Hei Chu · NEWPORT BEACH, CA

Registration

CRD #5283255 · SAGENT WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Kitty Ka-Hei Chu is a registered financial advisor based in NEWPORT BEACH, California, affiliated with SAGENT WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SAGENT WEALTH MANAGEMENT

AUM

$90M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAGENT WEALTH MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5283255

Firm CRD# 147890

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kitty Ka-Hei Chu offer?

Kitty Ka-Hei Chu specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Kitty Ka-Hei Chu's credentials?

Kitty Ka-Hei Chu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kitty Ka-Hei Chu located?

Kitty Ka-Hei Chu 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 Kitty Ka-Hei Chu charge for services?

Kitty Ka-Hei Chu'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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