# Sagent Wealth Management

Sagent Wealth Management is a Bank / Wealth / Trust based in Laguna Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Laguna Beach, United States
- **Region:** North America
- **Address:** 1489 Glenneyre Street, Laguna Beach, CA 92651, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** sagentwm.com
- **LinkedIn:** https://www.linkedin.com/company/sagent-wealth-management

## Regulatory record

- **CRD number:** 147890
- **SEC file number:** 801-69446
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147890

## About

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.

## People

- Marshall Eichenauer Jr. — Investment Advisor, Owner
- Iris Aillaud — Controller
- Charlene Norton — Client Service Associate
- Teri Eichenauer — Marketing Associate

## 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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Last updated: 2026-06-03T20:00:00.000Z

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