Sagent Wealth Management

Marshall Eichenauer Jr. serves as both the owner and the sole investment advisor listed by the firm. No investment committee or external CIO relationship is disclosed, indicating he holds full discretion over portfolio construction.

The firm describes its service as providing investment advice with a client's best intentions in mind, which implies a fiduciary posture, but it does not publish an explicit fiduciary statement, Form ADV, or regulatory disclosures on its website. An institutional allocator would request the Form ADV Part 2A to confirm legal status.

The firm lists investment management, financial planning, and estate planning as its three service lines, with educational savings plans as a separate offering. It does not break out any specific asset-allocation model, public-market strategy, or alternative-investment access on its public site.

There is no public indication that Sagent Wealth Management participates in direct co-investments, fund commitments, or club deals. Its materials focus on personalized financial advice for individual clients rather than institutional co-investment activity.

Sagent Wealth Management does not detail its client-acquisition model, but its Laguna Beach location, word-of-mouth positioning, and emphasis on being a trusted advisor to a broad clientele suggest a referral-based, community-embedded practice rather than a programmatic marketing funnel.