Sagent Wealth Management

Sagent Wealth Management (CRD# 147890) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $100,557,022 in 292 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $344,373
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
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.

CA, TX

Financial Advisors at Sagent Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Marshall G. Eichenauer
CRD#: 2333062
32331 Coast Highway, Suite A, Laguna Beach, CA 92651
73
Wealthminder
score

Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 25 years of experience in the finance industry.

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