Sagent Wealth Management
Sagent Wealth Management (CRD# 147890) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $82,644,973 in 252 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management83MILLION
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Total Number of Accounts252ACCOUNTS
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Average Account Value$327,956
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Sagent Wealth Management
1
Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 30 years of experience in the finance industry.
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