Sagent Wealth Management

Sagent Wealth Management (CRD# 147890) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $96,433,391 in 313 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Sagent Wealth Management
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.