SAGENT WEALTH MANAGEMENT

LAGUNA BEACH, California·4 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
4
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

4 registered advisors
Andrew Thomas Becket
LAGUNA BEACH, California
Iris Joanne Datzman
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
1 advisor

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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.