Sagent Wealth Management
● SEC registered since 2008CRD 147890SEC# 801-69446Laguna Beach, CA
Reg. AUM
$100.4M
Employees
3
Accounts
247
Location
Laguna Beach, CA
Sagent Wealth Management assets under management
Sagent Wealth Management operates as an SEC-registered investment adviser based in Laguna Beach, CA. The firm has been registered since 2008. It reports $100.4 million in regulatory assets under management and employs 3 people.
Sagent Wealth Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marshall Glen Eichenauer Control | President/Chief Compliance Officer | Under 5% | 2008 |
| Sagent Capital, LLC. Control | Controlling Entity | Over 75% | 2010 |
| Marshall Glen Eichenauer Control | Trustee, The Marshall Eichenauer Jr. Separate Property Trust | — | 2025 |
Frequently asked questions
How much does Sagent Wealth Management manage?
Sagent Wealth Management reports $100.4 million in regulatory assets under management on its Form ADV.
How many employees does Sagent Wealth Management have?
Sagent Wealth Management reports 3 employees.
Where is Sagent Wealth Management located?
Sagent Wealth Management is based in Laguna Beach, CA and has been SEC-registered since 2008.
Does Sagent Wealth Management disclose fund performance?
Sagent Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1489 Glenneyre Street, Laguna Beach, CA 92651 |
| Phone | (949) 756-2226 |
| Fax | (949) 756-2233 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$100.4M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$100.4Mregulatory AUM
Discretionary $97.3MNon-discretionary $3.1M