Sagent Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Sagent Wealth Management reports 82 clients. They include 42 high-net-worth individuals and 40 individual clients. Of its assets, 96.9% ($97.3M across 230 accounts) are managed with discretion; $3.07M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 14% |
| High-net-worth individuals | 51% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $13.9M | 13.8% | $347K |
| High-net-worth individuals | 42 | $86.6M | 86.2% | $2.06M |
| Total | 82 | $100M | 100% | $1.22M |
- Clients
- 40
- Regulatory AUM
- $13.9M
- AUM share
- 13.8%
- Avg. per client
- $347K
- Clients
- 42
- Regulatory AUM
- $86.6M
- AUM share
- 86.2%
- Avg. per client
- $2.06M
Total
- Clients
- 82
- Regulatory AUM
- $100M
- AUM share
- 100%
- Avg. per client
- $1.22M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Sagent Wealth Management charges 0.65%–1.50% a year for its Wealth Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Sagent Capital, LLC. owns 75% or more of Sagent Wealth Management. The leadership team of Sagent Wealth Management includes President Marshall Eichenauer. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Sagent Wealth Management
Sagent Capital, LLC.
Control person · since June 2010
Marshall Eichenauer
Trustee, the marshall eichenauer jr. separate property trust · Control person · since February 2025
Sagent Wealth Management’s regulatory assets grew from $84.3M (March 2021) to $100M (July 2026); clients rose from 77 to 82 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $100M | 82 | 3 | 1 |
| Mar 2025March 2025 | $93.9M | 80 | 3 | 1 |
| Mar 2024March 2024 | $90.1M | 89 | 3 | 1 |
| Mar 2023March 2023 | $82.6M | 92 | 3 | 1 |
| Mar 2022March 2022 | $90.4M | 79 | 3 | 1 |
| Mar 2021March 2021 | $84.3M | 77 | 2 | 1 |
Besides its headquarters, Sagent Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 1489 Glenneyre Street, Laguna BeachHQ
Contact and registration details
- Legal name
- Sagent Wealth Management
- Headquarters
- 1489 Glenneyre Street, Laguna Beach, CA 92651
- Website
- sagentwm.com
- Phone
- 949-756-2226
- @sagent-wealth-management
- SEC file
- 801-69446
- Structure
- California LLC
- Fiscal year end
- December
Sagent Wealth Management’s named custodians for separately managed accounts are Altruist ($66.7M, 69%) and Fidelity ($29.6M, 31%). Sagent Wealth Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $29.6M31%
- AltruistAltruist Financial LLC · Culver City, CA · $66.7M69%
At year end, Sagent Wealth Management’s separately managed accounts were mostly in stocks (58%) and funds (30%).
What the accounts hold
- Stocks58%
- Funds30%
- Bonds7%
- Cash5%
How many clients does Sagent Wealth Management have?
Sagent Wealth Management has 82 clients and manages $100 million for them, as of July 2026. They include 42 high-net-worth individuals and 40 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Sagent Wealth Management offer?
Sagent Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sagent Wealth Management charge?
Sagent Wealth Management charges 0.65%–1.50% a year for its Wealth Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Sagent Wealth Management use?
Sagent Wealth Management’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $66.7M and National Financial Services LLC (Boston, MA), with $29.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Sagent Wealth Management have?
Sagent Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sagent Wealth Management invest in?
At the end of its last fiscal year, Sagent Wealth Management’s separately managed accounts held 58% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sagent Wealth Management?
Sagent Wealth Management’s direct owner is Sagent Capital, LLC. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Sagent Wealth Management get paid?
Sagent Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sagent Wealth Management?
Sagent Wealth Management’s main office is at 1489 Glenneyre Street, Laguna Beach, CA 92651. Its phone number is 949-756-2226. Its website is sagentwm.com.