SAGENT WEALTH MANAGEMENT

LAGUNA BEACH, California·5 registered advisors·CRD# 147890
SEC# 801-694460(949) 756-2226
01

Firm Overview

AUM
$90M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGENT WEALTH MANAGEMENT

5 registered advisors
Andrew Thomas Becket
LAGUNA BEACH, California
Iris Joanne Datzman
NEWPORT BEACH, California
Kitty Ka-Hei Chu
NEWPORT BEACH, California
Marshall Glen Eichenauer
LAGUNA BEACH, California
Teri Ann Eichenauer
LAGUNA BEACH, California
05

Office Locations

LAGUNA BEACH, California
3 advisors
NEWPORT BEACH, California
2 advisors

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Data sourced from SEC Form ADV filings. SAGENT WEALTH MANAGEMENT (CRD# 147890) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.