SAGEWATER WEALTH MANAGEMENT LLC

2 registered advisors·CRD# 332662
SEC# 801-1311500310-574-2866
01

Firm Overview

AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at SAGEWATER WEALTH MANAGEMENT LLC

2 registered advisors
Cheyun Xia
BEVERLY HILLS, California
Fred Zhang
BEVERLY HILLS, California
05

Office Locations

BEVERLY HILLS, California
2 advisors

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Data sourced from SEC Form ADV filings. SAGEWATER WEALTH MANAGEMENT LLC (CRD# 332662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.