Sagewater Wealth Management LLC
CRD 332662SEC# 801-131150Beverly Hills, CA
No longer SEC-registered. Sagewater Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.2M
Employees
2
Accounts
9
Location
Beverly Hills, CA
Sagewater Wealth Management LLC assets under management
Sagewater Wealth Management LLC operates as an SEC-registered investment adviser based in Beverly Hills, CA. It reports $4.2 million in regulatory assets under management and employs 2 people.
Sagewater Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheyun Xia Control | General Partner | 25-50% | 2024 |
| Peng Zhang Control | General Partner, Cco | 50-75% | 2024 |
Frequently asked questions
How much does Sagewater Wealth Management LLC manage?
Sagewater Wealth Management LLC reports $4.2 million in regulatory assets under management on its Form ADV.
How many employees does Sagewater Wealth Management LLC have?
Sagewater Wealth Management LLC reports 2 employees.
Where is Sagewater Wealth Management LLC located?
Sagewater Wealth Management LLC is based in Beverly Hills, CA.
Does Sagewater Wealth Management LLC disclose fund performance?
Sagewater Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9461 Charleville Blvd #1048, Beverly Hills, CA 90212 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$4.2MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$4.2Mregulatory AUM
Discretionary $4.2M