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Sagent Wealth Management
Sagent Wealth Management is an SEC-registered investment adviser in Laguna Beach, CA, registered since 2008. The firm manages $100 million in assets, with...
Overview
Sagent Wealth Management is an SEC-registered investment adviser in Laguna Beach, CA, registered since 2008. The firm manages $100 million in assets, with $97 million on a discretionary basis. It has 3 employees and 1 investment adviser. SAGENT WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-07, it reported 3 employees; 247 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Laguna Beach
Corporate office
1489 Glenneyre Street, Laguna Beach, CA 92651, United States
Principals
Marshall Eichenauer Jr.
Investment Advisor, Owner
Iris Aillaud
Controller
Charlene Norton
Client Service Associate
Teri Eichenauer
Marketing Associate
Frequently asked questions
What investment strategies does the firm offer?
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.
What is the firm's known posture on co-investments alongside external managers?
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.
How does the firm source client relationships?
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.
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